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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart
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GSPAX vs. JEPCX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. GSPAX (3.44B). JEPCX pays higher dividends than GSPAX: JEPCX (7.50) vs GSPAX (0.92). GSPAX was incepted earlier than JEPCX: GSPAX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPAX (1.11). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 5.80 vs. GSPAX (5.17). JEPCX return over 5 years is better than : 61.23 vs. GSPAX (37.53).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | 1.01 | 1.35 | 75% |
| Annual Report Gross Expense Ratio | 1.11 | 1.35 | 82% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.313 | -0.006 | -5,506% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 6.31B | 55% |
| Annual Yield % from dividends | 0.92 | 7.50 | 12% |
| Returns for 1 year | 5.17 | 5.80 | 89% |
| Returns for 3 years | 18.97 | 21.97 | 86% |
| Returns for 5 years | 37.53 | 61.23 | 61% |
| Returns for 10 years | 58.63 | N/A | - |
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