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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart
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GVIRX vs. JEPCX commentary
May 09, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. GVIRX (3.28B). JEPCX pays higher dividends than GVIRX: JEPCX (7.25) vs GVIRX (1.21). GVIRX was incepted earlier than JEPCX: GVIRX (15 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GVIRX (0.87). 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). JEPCX annual gain was more profitable for investors over the last year : 5.02 vs. GVIRX (3.27). JEPCX return over 5 years is better than : 64.61 vs. GVIRX (42.73).
| GVIRX | JEPCX | GVIRX / JEPCX | |
| Total Expense Ratio | 0.75 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.87 | 1.35 | 64% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | -4.348 | -1.114 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 6.26B | 52% |
| Annual Yield % from dividends | 1.21 | 7.25 | 17% |
| Returns for 1 year | 3.27 | 5.02 | 65% |
| Returns for 3 years | 18.87 | 24.56 | 77% |
| Returns for 5 years | 42.73 | 64.61 | 66% |
| Returns for 10 years | 54.01 | N/A | - |
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