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GVIRX vs JEPIX
GVIRX vs JEPIX Comparison
Open Charts GVIRX vs JEPIX
GVIRX vs JEPIX Comparison Chart in %
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GVIRX vs. JEPIX commentary
Jun 03, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.16B vs. GVIRX (3.89B). JEPIX pays higher dividends than GVIRX: JEPIX (8.12) vs GVIRX (0.92). GVIRX was incepted earlier than JEPIX: GVIRX (16 years) vs JEPIX (8 years). GVIRX (0.86) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (29.00). 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 : 18.79 vs. JEPIX (7.67). JEPIX return over 5 years is better than : 41.14 vs. GVIRX (36.78).
| GVIRX | JEPIX | GVIRX / JEPIX | |
| Total Expense Ratio | 0.75 | 0.59 | 127% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 10.374 | -0.045 | -22,934% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 5.16B | 75% |
| Annual Yield % from dividends | 0.92 | 8.12 | 11% |
| Returns for 1 year | 18.79 | 7.67 | 245% |
| Returns for 3 years | 42.76 | 28.25 | 151% |
| Returns for 5 years | 36.78 | 41.14 | 89% |
| Returns for 10 years | 94.24 | N/A | - |
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