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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison
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GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Jul 14, 2026
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: 5.07B vs. GSPAX (3.93B). JEPCX pays higher dividends than GSPAX: JEPCX (7.28) vs GSPAX (0.69). GSPAX was incepted earlier than JEPCX: GSPAX (21 years) vs JEPCX (8 years). JEPCX (1.34) is less costly to investors than GSPAX (1.11). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (29.00). GSPAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. GSPAX annual gain was more profitable for investors over the last year : 14.60 vs. JEPCX (7.39). JEPCX return over 5 years is better than : 36.33 vs. GSPAX (32.40).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.11 | 1.34 | 83% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 11.536 | 2.684 | 430% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 5.07B | 78% |
| Annual Yield % from dividends | 0.69 | 7.28 | 9% |
| Returns for 1 year | 14.60 | 7.39 | 198% |
| Returns for 3 years | 38.48 | 26.50 | 145% |
| Returns for 5 years | 32.40 | 36.33 | 89% |
| Returns for 10 years | 86.51 | N/A | - |
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