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GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart
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GIDWX vs. JEPRX commentary
May 09, 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: 6.26B vs. GIDWX (3.28B). JEPRX pays higher dividends than GIDWX: JEPRX (8.30) vs GIDWX (1.29). 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 (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 : 6.01 vs. GIDWX (3.29). JEPRX return over 5 years is better than : 73.06 vs. GIDWX (43.15).
| 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 | -4.395 | -0.785 | 560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 6.26B | 52% |
| Annual Yield % from dividends | 1.29 | 8.30 | 16% |
| Returns for 1 year | 3.29 | 6.01 | 55% |
| Returns for 3 years | 19.13 | 28.37 | 67% |
| Returns for 5 years | 43.15 | 73.06 | 59% |
| Returns for 10 years | N/A | N/A | - |
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