GIDWX
Price
$17.47
Change
+$0.12 (+0.69%)
Updated
Jun 26 closing price
Net Assets
3.5B
JEPRX
Price
$13.97
Change
+$0.02 (+0.14%)
Updated
Jun 26 closing price
Net Assets
6.32B
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GIDWX vs JEPRX

Header iconGIDWX vs JEPRX Comparison
Open Charts GIDWX vs JEPRXBanner chart's image
Goldman Sachs US Eq Div and Premium R6
Price$17.47
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets3.5B
JPMorgan Equity Premium Income R6
Price$13.97
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets6.32B
GIDWX vs JEPRX Comparison Chart in %
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GIDWX vs. JEPRX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.32B vs. GIDWX (3.5B). 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 : 7.64 vs. GIDWX (5.63). JEPRX return over 5 years is better than : 77.22 vs. GIDWX (49.07).
GIDWXJEPRXGIDWX / JEPRX
Total Expense Ratio0.680.35194%
Annual Report Gross Expense Ratio0.740.35211%
Fund Existence7 years7 years-
Gain YTD2.4550.993247%
Front LoadN/AN/A-
Min. Initial Investment50000001500000033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B6.32B55%
Annual Yield % from dividends1.238.5414%
Returns for 1 year5.637.6474%
Returns for 3 years29.5831.6893%
Returns for 5 years49.0777.2264%
Returns for 10 yearsN/AN/A-
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