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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart
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GSPAX vs. JEPCX commentary
May 01, 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: 6.13B vs. GSPAX (3.27B). JEPCX pays higher dividends than GSPAX: JEPCX (6.79) vs GSPAX (0.95). GSPAX was incepted earlier than JEPCX: GSPAX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPAX (1.12). 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 : 3.94 vs. GSPAX (3.16). JEPCX return over 5 years is better than : 61.88 vs. GSPAX (40.08).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.12 | 1.35 | 83% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -5.678 | -3.508 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 6.13B | 53% |
| Annual Yield % from dividends | 0.95 | 6.79 | 14% |
| Returns for 1 year | 3.16 | 3.94 | 80% |
| Returns for 3 years | 13.54 | 18.22 | 74% |
| Returns for 5 years | 40.08 | 61.88 | 65% |
| Returns for 10 years | 48.05 | N/A | - |
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