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GVIRX vs JEPSX
GVIRX vs JEPSX Comparison Chart in %
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GVIRX vs. JEPSX commentary
Jul 02, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.35B vs. GVIRX (3.52B). JEPSX pays higher dividends than GVIRX: JEPSX (8.43) vs GVIRX (1.15). GVIRX was incepted earlier than JEPSX: GVIRX (15 years) vs JEPSX (7 years). GVIRX (0.86) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (23.00). GVIRX (0) and JEPSX (0) have matching initial minimum investment requirements. JEPSX annual gain was more profitable for investors over the last year : 7.49 vs. GVIRX (6.83). JEPSX return over 5 years is better than : 70.05 vs. GVIRX (46.17).
| GVIRX | JEPSX | GVIRX / JEPSX | |
| Total Expense Ratio | 0.76 | 0.45 | 169% |
| Annual Report Gross Expense Ratio | 0.86 | 0.54 | 159% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 3.566 | 1.382 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 6.35B | 55% |
| Annual Yield % from dividends | 1.15 | 8.43 | 14% |
| Returns for 1 year | 6.83 | 7.49 | 91% |
| Returns for 3 years | 33.29 | 30.78 | 108% |
| Returns for 5 years | 46.17 | 70.05 | 66% |
| Returns for 10 years | 68.12 | N/A | - |
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