Interact to see
Advertisement
Advertisement
GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPIX commentary
Nov 20, 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 Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.02B vs. GIDWX (3.66B). JEPIX pays higher dividends than GIDWX: JEPIX (8.20) vs GIDWX (1.11). GIDWX was incepted earlier than JEPIX: GIDWX (8 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). GIDWX annual gain was more profitable for investors over the last year : 4.67 vs. JEPIX (2.85). JEPIX return over 5 years is better than : 55.47 vs. GIDWX (37.90).
| GIDWX | JEPIX | GIDWX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.74 | 0.60 | 123% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 10.237 | 4.202 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 6.02B | 61% |
| Annual Yield % from dividends | 1.11 | 8.20 | 14% |
| Returns for 1 year | 4.67 | 2.85 | 164% |
| Returns for 3 years | 37.59 | 29.46 | 128% |
| Returns for 5 years | 37.90 | 55.47 | 68% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers