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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart in %
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GVIRX vs. JEPCX commentary
Jun 26, 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: 6.3B vs. GVIRX (3.47B). JEPCX pays higher dividends than GVIRX: JEPCX (7.50) vs GVIRX (1.15). 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). JEPCX annual gain was more profitable for investors over the last year : 5.80 vs. GVIRX (5.13). JEPCX return over 5 years is better than : 65.34 vs. GVIRX (44.28).
| 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 | 1.667 | 0.283 | 590% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 6.3B | 55% |
| Annual Yield % from dividends | 1.15 | 7.50 | 15% |
| Returns for 1 year | 5.13 | 5.80 | 88% |
| Returns for 3 years | 27.88 | 27.39 | 102% |
| Returns for 5 years | 44.28 | 65.34 | 68% |
| Returns for 10 years | 62.75 | N/A | - |
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