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GSPAX vs JEPAX
GSPAX vs JEPAX Comparison
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GSPAX vs JEPAX Comparison Chart in %
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GSPAX vs. JEPAX commentary
Jun 24, 2026
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 Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.1B vs. GSPAX (3.88B). JEPAX pays higher dividends than GSPAX: JEPAX (7.86) vs GSPAX (0.71). GSPAX was incepted earlier than JEPAX: GSPAX (21 years) vs JEPAX (8 years). GSPAX (1.11) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (29.00). GSPAX (6%) and JEPAX (5%) have equivalent initial investment costs. GSPAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. GSPAX annual gain was more profitable for investors over the last year : 17.58 vs. JEPAX (8.65). JEPAX return over 5 years is better than : 40.79 vs. GSPAX (33.52).
| GSPAX | JEPAX | GSPAX / JEPAX | |
| Total Expense Ratio | 1.00 | 0.84 | 119% |
| Annual Report Gross Expense Ratio | 1.11 | 0.84 | 132% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 10.000 | 0.862 | 1,160% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 5.1B | 76% |
| Annual Yield % from dividends | 0.71 | 7.86 | 9% |
| Returns for 1 year | 17.58 | 8.65 | 203% |
| Returns for 3 years | 39.95 | 28.58 | 140% |
| Returns for 5 years | 33.52 | 40.79 | 82% |
| Returns for 10 years | 94.31 | N/A | - |
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