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GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart
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GVIRX vs. JEPCX commentary
Jun 16, 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 Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.3B vs. GVIRX (3.46B). JEPCX pays higher dividends than GVIRX: JEPCX (7.50) vs GVIRX (1.15). GVIRX was incepted earlier than JEPCX: GVIRX (15 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GVIRX (0.86). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GVIRX (23.00). GVIRX has a lower initial minimum investment than JEPCX: GVIRX (0) vs JEPCX (1000). JEPCX annual gain was more profitable for investors over the last year : 6.78 vs. GVIRX (5.03). JEPCX return over 5 years is better than : 65.73 vs. GVIRX (45.36).
| GVIRX | JEPCX | GVIRX / JEPCX | |
| Total Expense Ratio | 0.76 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.35 | 64% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.136 | 0.283 | 402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 1.15 | 7.50 | 15% |
| Returns for 1 year | 5.03 | 6.78 | 74% |
| Returns for 3 years | 33.47 | 32.71 | 102% |
| Returns for 5 years | 45.36 | 65.73 | 69% |
| Returns for 10 years | 62.57 | N/A | - |
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