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GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart in %
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GIDWX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. GIDWX (3.59B). 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 annual gain was more profitable for investors over the last year : 9.75 vs. GIDWX (7.23). JEPIX return over 5 years is better than : 71.19 vs. GIDWX (48.27).
| 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 | 5.031 | 3.147 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 6.43B | 56% |
| Annual Yield % from dividends | 1.19 | 8.28 | 14% |
| Returns for 1 year | 7.23 | 9.75 | 74% |
| Returns for 3 years | 35.51 | 32.56 | 109% |
| Returns for 5 years | 48.27 | 71.19 | 68% |
| Returns for 10 years | N/A | N/A | - |
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