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GVIRX vs JEPAX
GVIRX vs JEPAX Comparison Chart
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GVIRX vs. JEPAX commentary
Feb 23, 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 Buy and JEPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.56B vs. GVIRX (3.65B). 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 : 13.92 vs. JEPAX (11.54). JEPAX return over 5 years is better than : 49.79 vs. GVIRX (36.09).
| GVIRX | JEPAX | GVIRX / JEPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.469 | 2.817 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 6.56B | 56% |
| Annual Yield % from dividends | 1.27 | 7.05 | 18% |
| Returns for 1 year | 13.92 | 11.54 | 121% |
| Returns for 3 years | 21.29 | 29.48 | 72% |
| Returns for 5 years | 36.09 | 49.79 | 72% |
| Returns for 10 years | 66.34 | N/A | - |
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