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GIDWX vs JEPCX
GIDWX vs JEPCX Comparison Chart in %
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GIDWX vs. JEPCX commentary
Dec 28, 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. GIDWX (3.73B). JEPCX pays higher dividends than GIDWX: JEPCX (7.26) vs GIDWX (1.11). GIDWX was incepted earlier than JEPCX: GIDWX (8 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than GIDWX (0.74). JEPCX is a more actively managed with annual turnover of: 178.00 vs. GIDWX (23.00). JEPCX has a lower initial minimum investment than GIDWX: JEPCX (1000) vs GIDWX (5000000). GIDWX annual gain was more profitable for investors over the last year : 6.74 vs. JEPCX (5.30). JEPCX return over 5 years is better than : 51.52 vs. GIDWX (39.55).
| GIDWX | JEPCX | GIDWX / JEPCX | |
| Total Expense Ratio | 0.68 | 1.34 | 51% |
| Annual Report Gross Expense Ratio | 0.74 | 1.34 | 55% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 8.692 | 6.511 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 6.12B | 61% |
| Annual Yield % from dividends | 1.11 | 7.26 | 15% |
| Returns for 1 year | 6.74 | 5.30 | 127% |
| Returns for 3 years | 45.92 | 30.00 | 153% |
| Returns for 5 years | 39.55 | 51.52 | 77% |
| Returns for 10 years | N/A | N/A | - |
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