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GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart
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GSPAX vs. JEPAX commentary
Jun 07, 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 GSPAX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.31B vs. GSPAX (3.44B). JEPAX pays higher dividends than GSPAX: JEPAX (8.02) vs GSPAX (0.92). GSPAX was incepted earlier than JEPAX: GSPAX (20 years) vs JEPAX (7 years). GSPAX (1.11) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX (6%) and JEPAX (5%) have equivalent initial investment costs. GSPAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 6.33 vs. GSPAX (5.17). JEPAX return over 5 years is better than : 65.34 vs. GSPAX (37.53).
| GSPAX | JEPAX | GSPAX / JEPAX | |
| Total Expense Ratio | 1.01 | 0.85 | 119% |
| Annual Report Gross Expense Ratio | 1.11 | 0.85 | 131% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.313 | 0.203 | 154% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 6.31B | 55% |
| Annual Yield % from dividends | 0.92 | 8.02 | 11% |
| Returns for 1 year | 5.17 | 6.33 | 82% |
| Returns for 3 years | 18.97 | 23.83 | 80% |
| Returns for 5 years | 37.53 | 65.34 | 57% |
| Returns for 10 years | 58.63 | N/A | - |
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