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GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart
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GIDWX vs. JEPRX commentary
Apr 11, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.1B vs. GIDWX (3.26B). JEPRX pays higher dividends than GIDWX: JEPRX (7.81) vs GIDWX (1.27). GIDWX was incepted earlier than JEPRX: GIDWX (7 years) vs JEPRX (7 years). GIDWX (0.75) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (30.00). GIDWX has a lower initial minimum investment than JEPRX: GIDWX (5000000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 4.25 vs. GIDWX (1.83). JEPRX return over 5 years is better than : 71.80 vs. GIDWX (46.14).
| GIDWX | JEPRX | GIDWX / JEPRX | |
| Total Expense Ratio | 0.67 | 0.35 | 191% |
| Annual Report Gross Expense Ratio | 0.75 | 0.35 | 214% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -6.698 | -3.053 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 6.1B | 53% |
| Annual Yield % from dividends | 1.27 | 7.81 | 16% |
| Returns for 1 year | 1.83 | 4.25 | 43% |
| Returns for 3 years | 6.73 | 16.86 | 40% |
| Returns for 5 years | 46.14 | 71.80 | 64% |
| Returns for 10 years | N/A | N/A | - |
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