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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison
Open Charts GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart in %
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GVIRX vs. JEPCX commentary
Sep 16, 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 Hold and JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 4.83B vs. GVIRX (3.91B). JEPCX pays higher dividends than GVIRX: JEPCX (7.18) vs GVIRX (0.89). GVIRX was incepted earlier than JEPCX: GVIRX (16 years) vs JEPCX (8 years). JEPCX (1.34) is less costly to investors than GVIRX (0.86). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (29.00). 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 : 11.29 vs. JEPCX (6.88). JEPCX return over 5 years is better than : 35.20 vs. GVIRX (33.36).
| GVIRX | JEPCX | GVIRX / JEPCX | |
| Total Expense Ratio | 0.75 | 1.34 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.34 | 64% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 13.034 | 3.411 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 4.83B | 81% |
| Annual Yield % from dividends | 0.89 | 7.18 | 12% |
| Returns for 1 year | 11.29 | 6.88 | 164% |
| Returns for 3 years | 41.60 | 26.55 | 157% |
| Returns for 5 years | 33.36 | 35.20 | 95% |
| Returns for 10 years | 93.20 | N/A | - |
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