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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Aug 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: 6.34B vs. GSPAX (3.59B). JEPCX pays higher dividends than GSPAX: JEPCX (7.69) vs GSPAX (0.87). 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 : 11.79 vs. JEPCX (8.38). JEPCX return over 5 years is better than : 54.25 vs. GSPAX (38.59).
| 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 | 5.203 | 1.519 | 343% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 6.34B | 57% |
| Annual Yield % from dividends | 0.87 | 7.69 | 11% |
| Returns for 1 year | 11.79 | 8.38 | 141% |
| Returns for 3 years | 25.58 | 24.11 | 106% |
| Returns for 5 years | 38.59 | 54.25 | 71% |
| Returns for 10 years | 66.63 | N/A | - |
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