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GIDWX vs JEPAX
GIDWX vs JEPAX Comparison Chart in %
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GIDWX vs. JEPAX commentary
Dec 13, 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 GIDWX is a Hold and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.16B vs. GIDWX (3.57B). JEPAX pays higher dividends than GIDWX: JEPAX (7.76) vs GIDWX (1.11). GIDWX was incepted earlier than JEPAX: GIDWX (8 years) vs JEPAX (7 years). JEPAX (0.84) is less costly to investors than GIDWX (0.74). JEPAX is a more actively managed with annual turnover of: 178.00 vs. GIDWX (23.00). JEPAX has a lower initial minimum investment than GIDWX: JEPAX (1000) vs GIDWX (5000000). JEPAX annual gain was more profitable for investors over the last year : 4.15 vs. GIDWX (0.84). JEPAX return over 5 years is better than : 56.77 vs. GIDWX (32.29).
| GIDWX | JEPAX | GIDWX / JEPAX | |
| Total Expense Ratio | 0.68 | 0.84 | 81% |
| Annual Report Gross Expense Ratio | 0.74 | 0.84 | 88% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 8.395 | 6.959 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.16B | 58% |
| Annual Yield % from dividends | 1.11 | 7.76 | 14% |
| Returns for 1 year | 0.84 | 4.15 | 20% |
| Returns for 3 years | 33.77 | 29.19 | 116% |
| Returns for 5 years | 32.29 | 56.77 | 57% |
| Returns for 10 years | N/A | N/A | - |
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