GIDWX
Price
$17.16
Change
+$0.15 (+0.88%)
Updated
Jun 6 closing price
Net Assets
3.44B
JEPIX
Price
$13.94
Change
+$0.06 (+0.43%)
Updated
Jun 6 closing price
Net Assets
6.31B
Interact to see
Advertisement

GIDWX vs JEPIX

Header iconGIDWX vs JEPIX Comparison
Open Charts GIDWX vs JEPIXBanner chart's image
Goldman Sachs US Eq Div and Premium R6
Price$17.16
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets3.44B
JPMorgan Equity Premium Income I
Price$13.94
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets6.31B
GIDWX vs JEPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
GIDWX vs. JEPIX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.31B vs. GIDWX (3.44B). 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 : 6.68 vs. GIDWX (5.47). JEPIX return over 5 years is better than : 67.51 vs. GIDWX (39.40).
GIDWXJEPIXGIDWX / JEPIX
Total Expense Ratio0.680.60113%
Annual Report Gross Expense Ratio0.740.60123%
Fund Existence7 years7 years-
Gain YTD0.4470.311144%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets3.44B6.31B55%
Annual Yield % from dividends1.238.2815%
Returns for 1 year5.476.6882%
Returns for 3 years20.0224.7681%
Returns for 5 years39.4067.5158%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VTCIX152.03N/A
N/A
Vanguard Tax-Managed Capital App I
NDVBX15.59N/A
N/A
MFS New Discovery Value B
BRSBX12.98N/A
N/A
MFS Blended Research Small Cap Eq B
TROCX30.23N/A
N/A
Touchstone Non-US Equity I
SACRX8.66N/A
N/A
Spirit of America Real Estate Inc&Gr C