Interact to see
Advertisement
Advertisement
GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GSPAX vs. JEPCX commentary
Nov 27, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.13B vs. GSPAX (3.71B). JEPCX pays higher dividends than GSPAX: JEPCX (7.44) vs GSPAX (0.83). 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. GSPAX annual gain was more profitable for investors over the last year : 5.16 vs. JEPCX (2.40). JEPCX return over 5 years is better than : 52.85 vs. GSPAX (35.98).
| 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 | 12.057 | 5.992 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 6.13B | 61% |
| Annual Yield % from dividends | 0.83 | 7.44 | 11% |
| Returns for 1 year | 5.16 | 2.40 | 216% |
| Returns for 3 years | 37.03 | 27.80 | 133% |
| Returns for 5 years | 35.98 | 52.85 | 68% |
| Returns for 10 years | 77.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers