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GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart in %
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GIDWX vs. JEPIX commentary
Jul 27, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. GIDWX (3.63B). JEPIX pays higher dividends than GIDWX: JEPIX (8.28) vs GIDWX (1.19). GIDWX was incepted earlier than JEPIX: GIDWX (7 years) vs JEPIX (7 years). GIDWX (0.74) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPIX has a lower initial minimum investment than GIDWX: JEPIX (1000000) vs GIDWX (5000000). JEPIX (10.22) and GIDWX (10.12) have marching annual gain over last year. JEPIX return over 5 years is better than : 66.60 vs. GIDWX (46.57).
| GIDWX | JEPIX | GIDWX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.74 | 0.60 | 123% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 6.512 | 3.366 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.45B | 56% |
| Annual Yield % from dividends | 1.19 | 8.28 | 14% |
| Returns for 1 year | 10.12 | 10.22 | 99% |
| Returns for 3 years | 34.86 | 31.62 | 110% |
| Returns for 5 years | 46.57 | 66.60 | 70% |
| Returns for 10 years | N/A | N/A | - |
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