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GIDWX vs JEPSX
GIDWX vs JEPSX Comparison Chart
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GIDWX vs. JEPSX commentary
Nov 18, 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 Buy and JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. GIDWX (3.57B). JEPSX pays higher dividends than GIDWX: JEPSX (7.43) vs GIDWX (1.34). GIDWX was incepted earlier than JEPSX: GIDWX (7 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. GIDWX (30.00). JEPSX has a lower initial minimum investment than GIDWX: JEPSX (0) vs GIDWX (5000000). GIDWX annual gain was more profitable for investors over the last year : 20.45 vs. JEPSX (17.81). JEPSX return over 5 years is better than : 59.31 vs. GIDWX (37.67).
| GIDWX | JEPSX | GIDWX / JEPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 21.102 | 13.968 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.45B | 55% |
| Annual Yield % from dividends | 1.34 | 7.43 | 18% |
| Returns for 1 year | 20.45 | 17.81 | 115% |
| Returns for 3 years | 9.98 | 25.05 | 40% |
| Returns for 5 years | 37.67 | 59.31 | 64% |
| Returns for 10 years | N/A | N/A | - |
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