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GIDWX vs JEPCX
GIDWX vs JEPCX Comparison Chart in %
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GIDWX vs. JEPCX commentary
Jul 07, 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 Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. GIDWX (3.59B). JEPCX pays higher dividends than GIDWX: JEPCX (7.52) vs GIDWX (1.19). GIDWX was incepted earlier than JEPCX: GIDWX (7 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GIDWX (0.74). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPCX has a lower initial minimum investment than GIDWX: JEPCX (1000) vs GIDWX (5000000). JEPCX annual gain was more profitable for investors over the last year : 9.00 vs. GIDWX (7.23). JEPCX return over 5 years is better than : 65.03 vs. GIDWX (48.27).
| GIDWX | JEPCX | GIDWX / JEPCX | |
| Total Expense Ratio | 0.68 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.74 | 1.35 | 55% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 5.031 | 2.831 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 6.43B | 56% |
| Annual Yield % from dividends | 1.19 | 7.52 | 16% |
| Returns for 1 year | 7.23 | 9.00 | 80% |
| Returns for 3 years | 35.51 | 29.60 | 120% |
| Returns for 5 years | 48.27 | 65.03 | 74% |
| Returns for 10 years | N/A | N/A | - |
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