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GVIRX vs JEPAX
GVIRX vs JEPAX Comparison Chart in %
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GVIRX vs. JEPAX commentary
Dec 27, 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 GVIRX is a Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. GVIRX (3.73B). JEPAX pays higher dividends than GVIRX: JEPAX (7.76) vs GVIRX (1.03). GVIRX was incepted earlier than JEPAX: GVIRX (15 years) vs JEPAX (7 years). GVIRX (0.86) and JEPAX (0.84) have similar cost to investors . JEPAX is a more actively managed with annual turnover of: 178.00 vs. GVIRX (23.00). GVIRX has a lower initial minimum investment than JEPAX: GVIRX (0) vs JEPAX (1000). GVIRX annual gain was more profitable for investors over the last year : 6.73 vs. JEPAX (5.79). JEPAX return over 5 years is better than : 55.32 vs. GVIRX (38.97).
| GVIRX | JEPAX | GVIRX / JEPAX | |
| Total Expense Ratio | 0.76 | 0.84 | 90% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 8.678 | 6.959 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 6.12B | 61% |
| Annual Yield % from dividends | 1.03 | 7.76 | 13% |
| Returns for 1 year | 6.73 | 5.79 | 116% |
| Returns for 3 years | 45.61 | 31.92 | 143% |
| Returns for 5 years | 38.97 | 55.32 | 70% |
| Returns for 10 years | 83.95 | N/A | - |
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