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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart
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GVIRX vs. JEPCX commentary
Jan 19, 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: 6.48B vs. GVIRX (3.58B). JEPCX pays higher dividends than GVIRX: JEPCX (6.58) vs GVIRX (1.27). GVIRX was incepted earlier than JEPCX: GVIRX (14 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. GVIRX (30.00). 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 : 16.86 vs. JEPCX (12.99). JEPCX return over 5 years is better than : 46.92 vs. GVIRX (34.10).
| GVIRX | JEPCX | GVIRX / JEPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.587 | 1.254 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 6.48B | 55% |
| Annual Yield % from dividends | 1.27 | 6.58 | 19% |
| Returns for 1 year | 16.86 | 12.99 | 130% |
| Returns for 3 years | 12.97 | 21.21 | 61% |
| Returns for 5 years | 34.10 | 46.92 | 73% |
| Returns for 10 years | 70.49 | N/A | - |
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