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GIDWX vs JEPSX
GIDWX vs JEPSX Comparison Chart in %
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GIDWX vs. JEPSX commentary
Feb 05, 2026
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: 6.03B vs. GIDWX (3.76B). JEPSX pays higher dividends than GIDWX: JEPSX (8.13) vs GIDWX (1.09). GIDWX was incepted earlier than JEPSX: GIDWX (8 years) vs JEPSX (7 years). GIDWX (0.74) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 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 : 7.84 vs. JEPSX (7.45). JEPSX return over 5 years is better than : 57.81 vs. GIDWX (35.18).
| GIDWX | JEPSX | GIDWX / JEPSX | |
| Total Expense Ratio | 0.68 | 0.45 | 151% |
| Annual Report Gross Expense Ratio | 0.74 | 0.47 | 157% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.323 | 2.459 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 6.03B | 62% |
| Annual Yield % from dividends | 1.09 | 8.13 | 13% |
| Returns for 1 year | 7.84 | 7.45 | 105% |
| Returns for 3 years | 36.61 | 34.28 | 107% |
| Returns for 5 years | 35.18 | 57.81 | 61% |
| Returns for 10 years | N/A | N/A | - |
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