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GIDWX vs JEPRX
GIDWX vs JEPRX Comparison Chart in %
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GIDWX vs. JEPRX commentary
Nov 14, 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 Hold and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.15B vs. GIDWX (3.76B). JEPRX pays higher dividends than GIDWX: JEPRX (8.46) vs GIDWX (1.11). GIDWX was incepted earlier than JEPRX: GIDWX (8 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 : 6.61 vs. JEPRX (3.76). JEPRX return over 5 years is better than : 59.58 vs. GIDWX (40.95).
| GIDWX | JEPRX | GIDWX / JEPRX | |
| Total Expense Ratio | 0.68 | 0.35 | 194% |
| Annual Report Gross Expense Ratio | 0.74 | 0.35 | 211% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 13.149 | 6.513 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 6.15B | 61% |
| Annual Yield % from dividends | 1.11 | 8.46 | 13% |
| Returns for 1 year | 6.61 | 3.76 | 176% |
| Returns for 3 years | 40.43 | 34.32 | 118% |
| Returns for 5 years | 40.95 | 59.58 | 69% |
| Returns for 10 years | N/A | N/A | - |
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