Ad is loading...
GVIRX vs JEPRX
GVIRX vs JEPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GVIRX vs. JEPRX commentary
Jan 19, 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 Hold and JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.48B vs. GVIRX (3.58B). 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 : 16.86 vs. JEPRX (14.21). JEPRX return over 5 years is better than : 54.56 vs. GVIRX (34.10).
| 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 | 1.587 | 1.324 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 6.48B | 55% |
| Annual Yield % from dividends | 1.27 | 7.53 | 17% |
| Returns for 1 year | 16.86 | 14.21 | 119% |
| Returns for 3 years | 12.97 | 25.01 | 52% |
| Returns for 5 years | 34.10 | 54.56 | 63% |
| Returns for 10 years | 70.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...