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
Oct 08, 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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.27B vs. GIDWX (3.71B). JEPIX pays higher dividends than GIDWX: JEPIX (8.23) vs GIDWX (1.13). 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). GIDWX annual gain was more profitable for investors over the last year : 9.12 vs. JEPIX (5.07). JEPIX return over 5 years is better than : 61.36 vs. GIDWX (43.78).
| 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 | 10.950 | 5.155 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 6.27B | 59% |
| Annual Yield % from dividends | 1.13 | 8.23 | 14% |
| Returns for 1 year | 9.12 | 5.07 | 180% |
| Returns for 3 years | 50.45 | 42.58 | 118% |
| Returns for 5 years | 43.78 | 61.36 | 71% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement