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GVIRX vs JEPAX
GVIRX vs JEPAX Comparison
Open Charts GVIRX vs JEPAX
GVIRX vs JEPAX Comparison Chart in %
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GVIRX vs. JEPAX commentary
Jul 07, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.13B vs. GVIRX (3.89B). JEPAX pays higher dividends than GVIRX: JEPAX (7.78) vs GVIRX (0.91). GVIRX was incepted earlier than JEPAX: GVIRX (16 years) vs JEPAX (8 years). GVIRX (0.86) and JEPAX (0.84) have similar cost to investors . JEPAX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (29.00). 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 : 14.26 vs. JEPAX (7.78). JEPAX return over 5 years is better than : 40.83 vs. GVIRX (32.96).
| GVIRX | JEPAX | GVIRX / JEPAX | |
| Total Expense Ratio | 0.75 | 0.84 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 10.489 | 3.088 | 340% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 5.13B | 76% |
| Annual Yield % from dividends | 0.91 | 7.78 | 12% |
| Returns for 1 year | 14.26 | 7.78 | 183% |
| Returns for 3 years | 39.06 | 29.07 | 134% |
| Returns for 5 years | 32.96 | 40.83 | 81% |
| Returns for 10 years | 93.16 | N/A | - |