GVIRX
Price
$17.32
Change
+$0.15 (+0.87%)
Updated
Dec 24 closing price
JEPAX
Price
$14.49
Change
+$0.05 (+0.35%)
Updated
Dec 23 closing price
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GVIRX vs JEPAX

Header iconGVIRX vs JEPAX Comparison
Open Charts GVIRX vs JEPAXBanner chart's image
Goldman Sachs US Eq Div and Premium I
Price$17.32
Change+$0.15 (+0.87%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income A
Price$14.49
Change+$0.05 (+0.35%)
VolumeN/A
CapitalizationN/A
GVIRX vs JEPAX Comparison Chart
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GVIRX vs. JEPAX commentary
Dec 25, 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 GVIRX is a StrongBuy and JEPAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.41B vs. GVIRX (3.58B). JEPAX pays higher dividends than GVIRX: JEPAX (7.05) vs GVIRX (1.27). GVIRX was incepted earlier than JEPAX: GVIRX (14 years) vs JEPAX (6 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. GVIRX (30.00). 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 : 16.71 vs. JEPAX (13.50). JEPAX return over 5 years is better than : 52.10 vs. GVIRX (35.14).
GVIRXJEPAXGVIRX / JEPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years6 years-
Gain YTD16.39612.456132%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B6.41B56%
Annual Yield % from dividends1.277.0518%
Returns for 1 year16.7113.50124%
Returns for 3 years9.7920.3248%
Returns for 5 years35.1452.1067%
Returns for 10 years65.77N/A-
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