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GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart in %
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GIDWX vs. JEPIX commentary
Feb 05, 2026
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: 6.03B vs. GIDWX (3.76B). JEPIX pays higher dividends than GIDWX: JEPIX (7.99) vs GIDWX (1.09). GIDWX was incepted earlier than JEPIX: GIDWX (8 years) vs JEPIX (7 years). GIDWX (0.74) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. GIDWX (23.00). JEPIX has a lower initial minimum investment than GIDWX: JEPIX (1000000) vs GIDWX (5000000). GIDWX annual gain was more profitable for investors over the last year : 7.84 vs. JEPIX (7.31). JEPIX return over 5 years is better than : 56.67 vs. GIDWX (35.18).
| GIDWX | JEPIX | GIDWX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.74 | 0.59 | 125% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.323 | 2.446 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 6.03B | 62% |
| Annual Yield % from dividends | 1.09 | 7.99 | 14% |
| Returns for 1 year | 7.84 | 7.31 | 107% |
| Returns for 3 years | 36.61 | 33.71 | 109% |
| Returns for 5 years | 35.18 | 56.67 | 62% |
| Returns for 10 years | N/A | N/A | - |
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