Interact to see
Advertisement
Advertisement
GIDWX vs JEPIX
GIDWX vs JEPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPIX commentary
Jun 16, 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: 6.3B vs. GIDWX (3.46B). JEPIX pays higher dividends than GIDWX: JEPIX (8.28) vs GIDWX (1.23). 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 : 7.59 vs. GIDWX (5.12). JEPIX return over 5 years is better than : 72.05 vs. GIDWX (45.89).
| 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 | 1.156 | 0.528 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 1.23 | 8.28 | 15% |
| Returns for 1 year | 5.12 | 7.59 | 67% |
| Returns for 3 years | 33.76 | 35.64 | 95% |
| Returns for 5 years | 45.89 | 72.05 | 64% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGBFX | 39.21 | -0.26 | -0.66% |
| American Funds Global Balanced R5 | |||
| VEOIX | 21.54 | -0.25 | -1.15% |
| Vanguard Global Environmental Opp StkInv | |||
| IRGVX | 49.25 | -0.61 | -1.22% |
| Voya Russell Mid Cap Growth Idx Port S2 | |||
| ALPAX | 10.37 | -0.13 | -1.24% |
| American Century Focused Lg Cap Val A | |||
| FTVFX | 33.12 | -0.46 | -1.37% |
| Fidelity Advisor Value M | |||