GVIRX
Price
$15.40
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
JEPRX
Price
$13.79
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
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Compare predictions 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$15.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R6
Price$13.79
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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GVIRX vs JEPRX Comparison Chart

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VS
GVIRX vs. JEPRX commentary
Apr 20, 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 StrongSell and JEPRX is a StrongBuy.

FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.06B vs. GVIRX (3.18B). 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 : 10.70 vs. JEPRX (9.29). JEPRX return over 5 years is better than : 53.66 vs. GVIRX (26.25).
GVIRXJEPRXGVIRX / JEPRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years6 years-
Gain YTD3.7542.216169%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.18B6.06B52%
Annual Yield % from dividends1.277.5317%
Returns for 1 year10.709.29115%
Returns for 3 years3.4523.3415%
Returns for 5 years26.2553.6649%
Returns for 10 years57.38N/A-
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