GIDWX
Price
$17.03
Change
+$0.10 (+0.59%)
Updated
Dec 20 closing price
JEPRX
Price
$14.44
Change
+$0.09 (+0.63%)
Updated
Dec 20 closing price
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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$17.03
Change+$0.10 (+0.59%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R6
Price$14.44
Change+$0.09 (+0.63%)
VolumeN/A
CapitalizationN/A
GIDWX vs JEPRX Comparison Chart
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GIDWX vs. JEPRX commentary
Dec 23, 2024

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 StrongBuy and JEPRX is a StrongBuy.

FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. GIDWX (3.56B). 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 annual gain was more profitable for investors over the last year : 16.14 vs. JEPRX (14.01). JEPRX return over 5 years is better than : 54.89 vs. GIDWX (35.12).
GIDWXJEPRXGIDWX / JEPRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years6 years-
Gain YTD15.66912.583125%
Front LoadN/AN/A-
Min. Initial Investment50000001500000033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.56B6.39B56%
Annual Yield % from dividends1.347.5318%
Returns for 1 year16.1414.01115%
Returns for 3 years10.6522.8247%
Returns for 5 years35.1254.8964%
Returns for 10 yearsN/AN/A-
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