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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart
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GSPAX vs. JEPCX commentary
Feb 23, 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.56B vs. GSPAX (3.6B). JEPCX pays higher dividends than GSPAX: JEPCX (6.58) vs GSPAX (1.05). GSPAX was incepted earlier than JEPCX: GSPAX (19 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. GSPAX (30.00). GSPAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. GSPAX annual gain was more profitable for investors over the last year : 12.20 vs. JEPCX (10.98). JEPCX return over 5 years is better than : 46.08 vs. GSPAX (33.16).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 2.050 | 2.774 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 6.56B | 55% |
| Annual Yield % from dividends | 1.05 | 6.58 | 16% |
| Returns for 1 year | 12.20 | 10.98 | 111% |
| Returns for 3 years | 18.83 | 27.54 | 68% |
| Returns for 5 years | 33.16 | 46.08 | 72% |
| Returns for 10 years | 60.34 | N/A | - |
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