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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
Sep 13, 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 StrongBuy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 4.85B vs. GVIRX (3.93B). JEPSX pays higher dividends than GVIRX: JEPSX (8.07) vs GVIRX (0.89). 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 : 12.09 vs. JEPSX (7.25). JEPSX return over 5 years is better than : 41.66 vs. GVIRX (34.39).
| 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 | 13.421 | 4.261 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 4.85B | 81% |
| Annual Yield % from dividends | 0.89 | 8.07 | 11% |
| Returns for 1 year | 12.09 | 7.25 | 167% |
| Returns for 3 years | 41.80 | 30.39 | 138% |
| Returns for 5 years | 34.39 | 41.66 | 83% |
| Returns for 10 years | 94.99 | N/A | - |
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