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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart
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GVIRX vs. JEPCX commentary
Dec 19, 2024
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 StrongBuy and JEPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.49B vs. GVIRX (3.61B). 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 : 17.99 vs. JEPCX (14.58). JEPCX return over 5 years is better than : 50.29 vs. GVIRX (37.36).
| 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 | 17.548 | 13.488 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 6.49B | 56% |
| Annual Yield % from dividends | 1.27 | 6.58 | 19% |
| Returns for 1 year | 17.99 | 14.58 | 123% |
| Returns for 3 years | 12.79 | 21.31 | 60% |
| Returns for 5 years | 37.36 | 50.29 | 74% |
| Returns for 10 years | 68.26 | N/A | - |
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