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GVIRX vs JEPAX
GVIRX vs JEPAX Comparison Chart in %
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GVIRX vs. JEPAX commentary
Oct 18, 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 GVIRX is a Hold and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.14B vs. GVIRX (3.66B). JEPAX pays higher dividends than GVIRX: JEPAX (7.97) vs GVIRX (1.06). GVIRX was incepted earlier than JEPAX: GVIRX (15 years) vs JEPAX (7 years). GVIRX (0.86) and JEPAX (0.85) have similar cost to investors . JEPAX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (23.00). GVIRX has a lower initial minimum investment than JEPAX: GVIRX (0) vs JEPAX (1000). GVIRX annual gain was more profitable for investors over the last year : 5.37 vs. JEPAX (2.30). JEPAX return over 5 years is better than : 57.12 vs. GVIRX (39.91).
| GVIRX | JEPAX | GVIRX / JEPAX | |
| Total Expense Ratio | 0.76 | 0.85 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 0.85 | 101% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 9.568 | 3.991 | 240% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 6.14B | 60% |
| Annual Yield % from dividends | 1.06 | 7.97 | 13% |
| Returns for 1 year | 5.37 | 2.30 | 233% |
| Returns for 3 years | 45.11 | 37.55 | 120% |
| Returns for 5 years | 39.91 | 57.12 | 70% |
| Returns for 10 years | 81.47 | N/A | - |
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