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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Aug 28, 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: 6.39B vs. GSPAX (3.62B). 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 : 7.25 vs. JEPCX (5.38). JEPCX return over 5 years is better than : 56.12 vs. GSPAX (36.41).
| 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 | 7.440 | 3.198 | 233% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 6.39B | 57% |
| Annual Yield % from dividends | 0.87 | 7.69 | 11% |
| Returns for 1 year | 7.25 | 5.38 | 135% |
| Returns for 3 years | 30.46 | 27.87 | 109% |
| Returns for 5 years | 36.41 | 56.12 | 65% |
| Returns for 10 years | 77.10 | N/A | - |
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