Ad is loading...
GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSPAX vs. JEPAX commentary
May 13, 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: 6.26B vs. GSPAX (3.3B). JEPAX pays higher dividends than GSPAX: JEPAX (7.78) vs GSPAX (0.96). 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 : 4.80 vs. GSPAX (2.80). JEPAX return over 5 years is better than : 72.27 vs. GSPAX (46.92).
| 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 | -4.033 | -1.021 | 395% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 6.26B | 53% |
| Annual Yield % from dividends | 0.96 | 7.78 | 12% |
| Returns for 1 year | 2.80 | 4.80 | 58% |
| Returns for 3 years | 17.53 | 25.48 | 69% |
| Returns for 5 years | 46.92 | 72.27 | 65% |
| Returns for 10 years | 49.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers