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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart
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GSPAX vs. JEPCX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.49B vs. GSPAX (3.61B). 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 : 17.81 vs. JEPCX (14.58). JEPCX return over 5 years is better than : 50.29 vs. GSPAX (36.18).
| 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 | 17.286 | 13.488 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 6.49B | 56% |
| Annual Yield % from dividends | 1.05 | 6.58 | 16% |
| Returns for 1 year | 17.81 | 14.58 | 122% |
| Returns for 3 years | 12.05 | 21.31 | 57% |
| Returns for 5 years | 36.18 | 50.29 | 72% |
| Returns for 10 years | 64.31 | N/A | - |
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