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GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart
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GIDWX vs. JEPIX commentary
May 09, 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: 6.26B vs. GIDWX (3.28B). JEPIX pays higher dividends than GIDWX: JEPIX (8.04) vs GIDWX (1.29). GIDWX was incepted earlier than JEPIX: GIDWX (7 years) vs JEPIX (7 years). GIDWX (0.75) 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 : 5.82 vs. GIDWX (3.29). JEPIX return over 5 years is better than : 71.01 vs. GIDWX (43.15).
| GIDWX | JEPIX | GIDWX / JEPIX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.75 | 0.60 | 125% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -4.395 | -0.864 | 509% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 6.26B | 52% |
| Annual Yield % from dividends | 1.29 | 8.04 | 16% |
| Returns for 1 year | 3.29 | 5.82 | 57% |
| Returns for 3 years | 19.13 | 27.50 | 70% |
| Returns for 5 years | 43.15 | 71.01 | 61% |
| Returns for 10 years | N/A | N/A | - |
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