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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Jul 17, 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: 6.37B vs. GSPAX (3.58B). JEPCX pays higher dividends than GSPAX: JEPCX (7.52) vs GSPAX (0.89). 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. JEPCX annual gain was more profitable for investors over the last year : 6.11 vs. GSPAX (4.86). JEPCX return over 5 years is better than : 59.26 vs. GSPAX (42.01).
| 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 | 4.615 | 1.743 | 265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 6.37B | 56% |
| Annual Yield % from dividends | 0.89 | 7.52 | 12% |
| Returns for 1 year | 4.86 | 6.11 | 80% |
| Returns for 3 years | 32.71 | 28.50 | 115% |
| Returns for 5 years | 42.01 | 59.26 | 71% |
| Returns for 10 years | 62.85 | N/A | - |
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