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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart in %
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GVIRX vs. JEPCX 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.14B vs. GVIRX (3.66B). JEPCX pays higher dividends than GVIRX: JEPCX (7.47) vs GVIRX (1.06). GVIRX was incepted earlier than JEPCX: GVIRX (15 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GVIRX (0.86). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (23.00). GVIRX has a lower initial minimum investment than JEPCX: GVIRX (0) vs JEPCX (1000). GVIRX annual gain was more profitable for investors over the last year : 5.37 vs. JEPCX (1.79). JEPCX return over 5 years is better than : 53.22 vs. GVIRX (39.91).
| GVIRX | JEPCX | GVIRX / JEPCX | |
| Total Expense Ratio | 0.76 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.35 | 64% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 9.568 | 3.600 | 266% |
| Front Load | N/A | N/A | - |
| 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 | 7.47 | 14% |
| Returns for 1 year | 5.37 | 1.79 | 300% |
| Returns for 3 years | 45.11 | 35.49 | 127% |
| Returns for 5 years | 39.91 | 53.22 | 75% |
| Returns for 10 years | 81.47 | N/A | - |
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