Interact to see
Advertisement
Advertisement
GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPRX commentary
Aug 18, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. GIDWX (3.62B). JEPRX pays higher dividends than GIDWX: JEPRX (8.72) vs GIDWX (1.17). GIDWX was incepted earlier than JEPRX: GIDWX (7 years) vs JEPRX (7 years). GIDWX (0.74) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). GIDWX has a lower initial minimum investment than JEPRX: GIDWX (5000000) vs JEPRX (15000000). GIDWX annual gain was more profitable for investors over the last year : 8.67 vs. JEPRX (7.10). JEPRX return over 5 years is better than : 63.68 vs. GIDWX (42.36).
| GIDWX | JEPRX | GIDWX / JEPRX | |
| Total Expense Ratio | 0.68 | 0.35 | 194% |
| Annual Report Gross Expense Ratio | 0.74 | 0.35 | 211% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 7.401 | 3.365 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 6.39B | 57% |
| Annual Yield % from dividends | 1.17 | 8.72 | 13% |
| Returns for 1 year | 8.67 | 7.10 | 122% |
| Returns for 3 years | 24.87 | 27.78 | 90% |
| Returns for 5 years | 42.36 | 63.68 | 67% |
| 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 % |
| MXECX | 11.30 | 0.04 | +0.36% |
| Empower Core Strategies Intl Eq Instl | |||
| VWUSX | 80.70 | -0.09 | -0.11% |
| Vanguard US Growth Investor | |||
| RTDCX | 16.79 | -0.04 | -0.24% |
| Russell Inv Multifactor US Equity C | |||
| RYELX | 441.21 | -8.15 | -1.81% |
| Rydex Electronics A | |||
| FELIX | 107.72 | -2.12 | -1.93% |
| Fidelity Advisor Semiconductors I | |||