Interact to see
Advertisement
Advertisement
GVIRX vs JEPCX
GVIRX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GVIRX vs. JEPCX 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 GVIRX is a Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. GVIRX (3.72B). JEPCX pays higher dividends than GVIRX: JEPCX (7.44) vs GVIRX (1.04). 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). GVIRX annual gain was more profitable for investors over the last year : 5.34 vs. JEPCX (2.00). JEPCX return over 5 years is better than : 50.60 vs. GVIRX (38.77).
| 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 | 11.763 | 4.805 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 6.1B | 61% |
| Annual Yield % from dividends | 1.04 | 7.44 | 14% |
| Returns for 1 year | 5.34 | 2.00 | 268% |
| Returns for 3 years | 39.39 | 29.42 | 134% |
| Returns for 5 years | 38.77 | 50.60 | 77% |
| Returns for 10 years | 83.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement