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GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart in %
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GSPAX vs. JEPAX commentary
Jul 17, 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: 6.37B vs. GSPAX (3.58B). JEPAX pays higher dividends than GSPAX: JEPAX (8.03) vs GSPAX (0.89). 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 : 6.64 vs. GSPAX (4.86). JEPAX return over 5 years is better than : 63.32 vs. GSPAX (42.01).
| 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 | 4.615 | 1.997 | 231% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 6.37B | 56% |
| Annual Yield % from dividends | 0.89 | 8.03 | 11% |
| Returns for 1 year | 4.86 | 6.64 | 73% |
| Returns for 3 years | 32.71 | 30.46 | 107% |
| Returns for 5 years | 42.01 | 63.32 | 66% |
| Returns for 10 years | 62.85 | N/A | - |
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