GIDWX
Price
$17.73
Change
+$0.09 (+0.51%)
Updated
Jul 3 closing price
Net Assets
3.59B
JEPIX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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GIDWX vs JEPIX

Header iconGIDWX vs JEPIX Comparison
Open Charts GIDWX vs JEPIXBanner chart's image
Goldman Sachs US Eq Div and Premium R6
Price$17.73
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets3.59B
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
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.

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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).
GIDWXJEPIXGIDWX / JEPIX
Total Expense Ratio0.680.60113%
Annual Report Gross Expense Ratio0.740.60123%
Fund Existence7 years7 years-
Gain YTD5.0313.147160%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.43B56%
Annual Yield % from dividends1.198.2814%
Returns for 1 year7.239.7574%
Returns for 3 years35.5132.56109%
Returns for 5 years48.2771.1968%
Returns for 10 yearsN/AN/A-
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