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GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart in %
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GIDWX vs. JEPIX commentary
Jun 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GIDWX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.32B vs. GIDWX (3.5B). JEPIX pays higher dividends than GIDWX: JEPIX (8.28) vs GIDWX (1.23). GIDWX was incepted earlier than JEPIX: GIDWX (7 years) vs JEPIX (7 years). GIDWX (0.74) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPIX has a lower initial minimum investment than GIDWX: JEPIX (1000000) vs GIDWX (5000000). JEPIX annual gain was more profitable for investors over the last year : 7.37 vs. GIDWX (5.63). JEPIX return over 5 years is better than : 75.00 vs. GIDWX (49.07).
| GIDWX | JEPIX | GIDWX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.74 | 0.60 | 123% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 2.455 | 0.817 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 6.32B | 55% |
| Annual Yield % from dividends | 1.23 | 8.28 | 15% |
| Returns for 1 year | 5.63 | 7.37 | 76% |
| Returns for 3 years | 29.58 | 30.68 | 96% |
| Returns for 5 years | 49.07 | 75.00 | 65% |
| Returns for 10 years | N/A | N/A | - |
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