GVIRX
Price
$15.95
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
JEPSX
Price
$14.35
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions GVIRX vs JEPSX

Header iconGVIRX vs JEPSX Comparison
Open Charts GVIRX vs JEPSXBanner chart's image
Goldman Sachs US Eq Div and Premium I
Price$15.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R5
Price$14.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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GVIRX vs JEPSX Comparison Chart

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VS
GVIRX vs. JEPSX commentary
Apr 15, 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: 6.3B vs. GVIRX (3.33B). 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). GVIRX (0.90) is less costly to investors than JEPSX (0.46). 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 : 16.13 vs. JEPSX (14.87). JEPSX return over 5 years is better than : 59.52 vs. GVIRX (31.78).
GVIRXJEPSXGVIRX / JEPSX
Total Expense Ratio0.770.45171%
Annual Report Gross Expense Ratio0.900.46196%
Fund Existence14 years6 years-
Gain YTD7.4606.339118%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.33B6.3B53%
Annual Yield % from dividends1.277.4317%
Returns for 1 year16.1314.87108%
Returns for 3 years10.1229.6134%
Returns for 5 years31.7859.5253%
Returns for 10 years64.16N/A-
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