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GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart
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GIDWX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.31B vs. GIDWX (3.44B). JEPRX pays higher dividends than GIDWX: JEPRX (8.54) vs GIDWX (1.23). GIDWX was incepted earlier than JEPRX: GIDWX (7 years) vs JEPRX (7 years). GIDWX (0.74) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). 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 : 6.87 vs. GIDWX (5.47). JEPRX return over 5 years is better than : 69.51 vs. GIDWX (39.40).
| GIDWX | JEPRX | GIDWX / JEPRX | |
| Total Expense Ratio | 0.68 | 0.35 | 194% |
| Annual Report Gross Expense Ratio | 0.74 | 0.35 | 211% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.447 | 0.413 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 6.31B | 55% |
| Annual Yield % from dividends | 1.23 | 8.54 | 14% |
| Returns for 1 year | 5.47 | 6.87 | 80% |
| Returns for 3 years | 20.02 | 25.71 | 78% |
| Returns for 5 years | 39.40 | 69.51 | 57% |
| Returns for 10 years | N/A | N/A | - |
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