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GVIRX vs JEPSX
GVIRX vs JEPSX Comparison Chart
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GVIRX vs. JEPSX commentary
Nov 18, 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 JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. GVIRX (3.57B). JEPSX pays higher dividends than GVIRX: JEPSX (7.43) vs GVIRX (1.27). GVIRX was incepted earlier than JEPSX: GVIRX (14 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. GVIRX (30.00). GVIRX (0) and JEPSX (0) have matching initial minimum investment requirements. GVIRX annual gain was more profitable for investors over the last year : 20.33 vs. JEPSX (17.81). JEPSX return over 5 years is better than : 59.31 vs. GVIRX (37.19).
| GVIRX | JEPSX | GVIRX / JEPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 21.006 | 13.968 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.45B | 55% |
| Annual Yield % from dividends | 1.27 | 7.43 | 17% |
| Returns for 1 year | 20.33 | 17.81 | 114% |
| Returns for 3 years | 9.68 | 25.05 | 39% |
| Returns for 5 years | 37.19 | 59.31 | 63% |
| Returns for 10 years | 67.22 | N/A | - |
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