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GVIRX vs JEPSX
GVIRX vs JEPSX Comparison
Open Charts GVIRX vs JEPSX
GVIRX vs JEPSX Comparison Chart in %
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GVIRX vs. JEPSX commentary
Jul 15, 2026
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 JEPSX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.06B vs. GVIRX (3.9B). JEPSX pays higher dividends than GVIRX: JEPSX (8.18) vs GVIRX (0.91). GVIRX was incepted earlier than JEPSX: GVIRX (16 years) vs JEPSX (8 years). GVIRX (0.86) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (29.00). GVIRX (0) and JEPSX (0) have matching initial minimum investment requirements. GVIRX annual gain was more profitable for investors over the last year : 14.08 vs. JEPSX (8.29). JEPSX return over 5 years is better than : 42.25 vs. GVIRX (33.24).
| GVIRX | JEPSX | GVIRX / JEPSX | |
| Total Expense Ratio | 0.75 | 0.45 | 167% |
| Annual Report Gross Expense Ratio | 0.86 | 0.47 | 183% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 10.932 | 3.074 | 356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 5.06B | 77% |
| Annual Yield % from dividends | 0.91 | 8.18 | 11% |
| Returns for 1 year | 14.08 | 8.29 | 170% |
| Returns for 3 years | 38.50 | 29.96 | 129% |
| Returns for 5 years | 33.24 | 42.25 | 79% |
| Returns for 10 years | 89.14 | N/A | - |
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