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GIDWX vs JEPSX
GIDWX vs JEPSX Comparison Chart in %
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GIDWX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. GIDWX (3.62B). JEPSX pays higher dividends than GIDWX: JEPSX (8.61) vs GIDWX (1.17). GIDWX was incepted earlier than JEPSX: GIDWX (7 years) vs JEPSX (7 years). GIDWX (0.74) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPSX has a lower initial minimum investment than GIDWX: JEPSX (0) vs GIDWX (5000000). GIDWX annual gain was more profitable for investors over the last year : 8.67 vs. JEPSX (6.98). JEPSX return over 5 years is better than : 62.83 vs. GIDWX (42.36).
| GIDWX | JEPSX | GIDWX / JEPSX | |
| Total Expense Ratio | 0.68 | 0.45 | 151% |
| Annual Report Gross Expense Ratio | 0.74 | 0.54 | 137% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 7.401 | 3.226 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 6.39B | 57% |
| Annual Yield % from dividends | 1.17 | 8.61 | 14% |
| Returns for 1 year | 8.67 | 6.98 | 124% |
| Returns for 3 years | 24.87 | 27.37 | 91% |
| Returns for 5 years | 42.36 | 62.83 | 67% |
| Returns for 10 years | N/A | N/A | - |
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