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GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart
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GSPAX vs. JEPAX commentary
Apr 18, 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: 5.92B vs. GSPAX (3.13B). JEPAX pays higher dividends than GSPAX: JEPAX (7.30) vs GSPAX (0.95). GSPAX was incepted earlier than JEPAX: GSPAX (20 years) vs JEPAX (7 years). GSPAX (1.12) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (30.00). 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 : 4.90 vs. GSPAX (0.26). JEPAX return over 5 years is better than : 64.95 vs. GSPAX (35.92).
| GSPAX | JEPAX | GSPAX / JEPAX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.12 | 0.85 | 132% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -9.848 | -4.026 | 245% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 5.92B | 53% |
| Annual Yield % from dividends | 0.95 | 7.30 | 13% |
| Returns for 1 year | 0.26 | 4.90 | 5% |
| Returns for 3 years | 2.77 | 14.25 | 19% |
| Returns for 5 years | 35.92 | 64.95 | 55% |
| Returns for 10 years | 41.74 | N/A | - |
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