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GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart
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GIDWX vs. JEPRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.56B vs. GIDWX (3.6B). JEPRX pays higher dividends than GIDWX: JEPRX (7.53) vs GIDWX (1.34). GIDWX was incepted earlier than JEPRX: GIDWX (7 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. GIDWX (30.00). GIDWX has a lower initial minimum investment than JEPRX: GIDWX (5000000) vs JEPRX (15000000). GIDWX (12.54) and JEPRX (12.10) have marching annual gain over last year. JEPRX return over 5 years is better than : 53.57 vs. GIDWX (34.76).
| GIDWX | JEPRX | GIDWX / JEPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 2.119 | 2.861 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 6.56B | 55% |
| Annual Yield % from dividends | 1.34 | 7.53 | 18% |
| Returns for 1 year | 12.54 | 12.10 | 104% |
| Returns for 3 years | 19.97 | 31.36 | 64% |
| Returns for 5 years | 34.76 | 53.57 | 65% |
| Returns for 10 years | N/A | N/A | - |
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