GVIRX
Price
$16.95
Change
-$0.39 (-2.25%)
Updated
Dec 18 closing price
JEPRX
Price
$14.35
Change
-$0.34 (-2.31%)
Updated
Dec 18 closing price
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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$16.95
Change-$0.39 (-2.25%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R6
Price$14.35
Change-$0.34 (-2.31%)
VolumeN/A
CapitalizationN/A
GVIRX vs JEPRX Comparison Chart
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VS
GVIRX vs. JEPRX commentary
Dec 19, 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 StrongBuy and JEPRX is a StrongBuy.

FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.49B vs. GVIRX (3.61B). 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 : 17.99 vs. JEPRX (15.65). JEPRX return over 5 years is better than : 57.99 vs. GVIRX (37.36).
GVIRXJEPRXGVIRX / JEPRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years6 years-
Gain YTD17.54814.532121%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B6.49B56%
Annual Yield % from dividends1.277.5317%
Returns for 1 year17.9915.65115%
Returns for 3 years12.7924.9451%
Returns for 5 years37.3657.9964%
Returns for 10 years68.26N/A-
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