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GVIRX vs JEPRX
GVIRX vs JEPRX Comparison
Open Charts GVIRX vs JEPRX
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GVIRX vs JEPRX Comparison Chart
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GVIRX vs. JEPRX commentary
Sep 08, 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 Buy and JEPRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.28B vs. GVIRX (3.34B). 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). JEPRX (14.11) and GVIRX (14.04) have marching annual gain over last year. JEPRX return over 5 years is better than : 57.18 vs. GVIRX (35.48).
| 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 | 13.809 | 10.812 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 6.28B | 53% |
| Annual Yield % from dividends | 1.27 | 7.53 | 17% |
| Returns for 1 year | 14.04 | 14.11 | 100% |
| Returns for 3 years | 6.31 | 22.40 | 28% |
| Returns for 5 years | 35.48 | 57.18 | 62% |
| Returns for 10 years | 61.01 | N/A | - |
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