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GVIRX vs JEPIX
GVIRX vs JEPIX Comparison
Open Charts GVIRX vs JEPIX
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GVIRX vs JEPIX Comparison Chart
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GVIRX vs. JEPIX commentary
Oct 18, 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 JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.59B vs. GVIRX (3.55B). JEPIX pays higher dividends than GVIRX: JEPIX (7.29) vs GVIRX (1.27). GVIRX was incepted earlier than JEPIX: GVIRX (14 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. GVIRX (30.00). GVIRX has a lower initial minimum investment than JEPIX: GVIRX (0) vs JEPIX (1000000). GVIRX annual gain was more profitable for investors over the last year : 22.71 vs. JEPIX (19.02). JEPIX return over 5 years is better than : 59.53 vs. GVIRX (41.09).
| GVIRX | JEPIX | GVIRX / JEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 20.192 | 14.130 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 6.59B | 54% |
| Annual Yield % from dividends | 1.27 | 7.29 | 17% |
| Returns for 1 year | 22.71 | 19.02 | 119% |
| Returns for 3 years | 12.79 | 27.18 | 47% |
| Returns for 5 years | 41.09 | 59.53 | 69% |
| Returns for 10 years | 78.48 | N/A | - |
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