GVIRX
Price
$17.92
Change
+$0.10 (+0.56%)
Updated
Aug 6 closing price
Net Assets
3.59B
JEPRX
Price
$13.93
Change
+$0.02 (+0.14%)
Updated
Aug 6 closing price
Net Assets
6.34B
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GVIRX vs JEPRX

Header iconGVIRX vs JEPRX Comparison
Open Charts GVIRX vs JEPRXBanner chart's image
Goldman Sachs US Eq Div and Premium I
Price$17.92
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets3.59B
JPMorgan Equity Premium Income R6
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets6.34B
GVIRX vs JEPRX Comparison Chart in %
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GVIRX vs. JEPRX commentary
Aug 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.34B vs. GVIRX (3.59B). JEPRX pays higher dividends than GVIRX: JEPRX (8.72) vs GVIRX (1.10). GVIRX was incepted earlier than JEPRX: GVIRX (15 years) vs JEPRX (7 years). GVIRX (0.86) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (23.00). 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 : 12.03 vs. JEPRX (9.48). JEPRX return over 5 years is better than : 62.17 vs. GVIRX (40.06).
GVIRXJEPRXGVIRX / JEPRX
Total Expense Ratio0.760.35217%
Annual Report Gross Expense Ratio0.860.35246%
Fund Existence15 years7 years-
Gain YTD5.4002.117255%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.34B57%
Annual Yield % from dividends1.108.7213%
Returns for 1 year12.039.48127%
Returns for 3 years26.5127.9295%
Returns for 5 years40.0662.1764%
Returns for 10 years70.95N/A-
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