Ad is loading...
GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GVIRX vs. JEPCX commentary
Apr 18, 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: 6.02B vs. GVIRX (3.2B). JEPCX pays higher dividends than GVIRX: JEPCX (6.79) vs GVIRX (1.19). 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 (30.00). 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 : 4.37 vs. GVIRX (2.34). JEPCX return over 5 years is better than : 60.86 vs. GVIRX (40.49).
| 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 | -7.651 | -4.146 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 6.02B | 53% |
| Annual Yield % from dividends | 1.19 | 6.79 | 18% |
| Returns for 1 year | 2.34 | 4.37 | 54% |
| Returns for 3 years | 5.78 | 12.53 | 46% |
| Returns for 5 years | 40.49 | 60.86 | 67% |
| Returns for 10 years | 49.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...