GVIRX
Price
$18.20
Change
+$0.05 (+0.28%)
Updated
Aug 26 closing price
Net Assets
3.62B
JEPCX
Price
$14.14
Change
+$0.01 (+0.07%)
Updated
Aug 26 closing price
Net Assets
6.39B
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GVIRX vs JEPCX

Header iconGVIRX vs JEPCX Comparison
Open Charts GVIRX vs JEPCXBanner chart's image
Goldman Sachs US Eq Div and Premium I
Price$18.20
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets3.62B
JPMorgan Equity Premium Income C
Price$14.14
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
GVIRX vs JEPCX Comparison Chart in %
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GVIRX vs. JEPCX commentary
Aug 28, 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 StrongBuy and JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. GVIRX (3.62B). JEPCX pays higher dividends than GVIRX: JEPCX (7.69) vs GVIRX (1.10). 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 : 7.30 vs. JEPCX (5.52). JEPCX return over 5 years is better than : 56.23 vs. GVIRX (38.26).
GVIRXJEPCXGVIRX / JEPCX
Total Expense Ratio0.761.3556%
Annual Report Gross Expense Ratio0.861.3564%
Fund Existence15 years7 years-
Gain YTD7.3523.198230%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B6.39B57%
Annual Yield % from dividends1.107.6914%
Returns for 1 year7.305.52132%
Returns for 3 years30.9927.87111%
Returns for 5 years38.2656.2368%
Returns for 10 years81.21N/A-
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