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GCPAX vs JEPIX
GCPAX vs JEPIX Comparison Chart in %
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GCPAX vs. JEPIX commentary
Oct 18, 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 GCPAX is a Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. GCPAX (284M). JEPIX pays higher dividends than GCPAX: JEPIX (8.23) vs GCPAX (0.40). GCPAX was incepted earlier than JEPIX: GCPAX (11 years) vs JEPIX (7 years). GCPAX (1.07) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GCPAX (19.00). GCPAX has a lower initial minimum investment than JEPIX: GCPAX (2500) vs JEPIX (1000000). GCPAX annual gain was more profitable for investors over the last year : 9.78 vs. JEPIX (3.08). GCPAX return over 5 years is better than : 65.51 vs. JEPIX (59.98).
| GCPAX | JEPIX | GCPAX / JEPIX | |
| Total Expense Ratio | 0.93 | 0.60 | 155% |
| Annual Report Gross Expense Ratio | 1.07 | 0.60 | 178% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 8.469 | 4.710 | 180% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 6.17B | 5% |
| Annual Yield % from dividends | 0.40 | 8.23 | 5% |
| Returns for 1 year | 9.78 | 3.08 | 318% |
| Returns for 3 years | 55.48 | 39.37 | 141% |
| Returns for 5 years | 65.51 | 59.98 | 109% |
| Returns for 10 years | 119.71 | N/A | - |
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