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GVIRX vs JEPRX
GVIRX vs JEPRX Comparison Chart
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GVIRX vs. JEPRX commentary
Feb 23, 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 JEPRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.56B vs. GVIRX (3.65B). JEPRX pays higher dividends than GVIRX: JEPRX (7.53) vs GVIRX (1.27). GVIRX was incepted earlier than JEPRX: GVIRX (14 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. GVIRX (30.00). GVIRX has a lower initial minimum investment than JEPRX: GVIRX (0) vs JEPRX (15000000). GVIRX annual gain was more profitable for investors over the last year : 13.92 vs. JEPRX (12.10). JEPRX return over 5 years is better than : 53.57 vs. GVIRX (36.09).
| GVIRX | JEPRX | GVIRX / JEPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.469 | 2.861 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 6.56B | 56% |
| Annual Yield % from dividends | 1.27 | 7.53 | 17% |
| Returns for 1 year | 13.92 | 12.10 | 115% |
| Returns for 3 years | 21.29 | 31.36 | 68% |
| Returns for 5 years | 36.09 | 53.57 | 67% |
| Returns for 10 years | 66.34 | N/A | - |
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