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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart
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GSPAX vs. JEPIX commentary
Jun 07, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.31B vs. GSPAX (3.44B). JEPIX pays higher dividends than GSPAX: JEPIX (8.28) vs GSPAX (0.92). GSPAX was incepted earlier than JEPIX: GSPAX (20 years) vs JEPIX (7 years). GSPAX (1.11) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX has a lower initial minimum investment than JEPIX: GSPAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 6.68 vs. GSPAX (5.17). JEPIX return over 5 years is better than : 67.51 vs. GSPAX (37.53).
| GSPAX | JEPIX | GSPAX / JEPIX | |
| Total Expense Ratio | 1.01 | 0.60 | 168% |
| Annual Report Gross Expense Ratio | 1.11 | 0.60 | 185% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.313 | 0.311 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 6.31B | 55% |
| Annual Yield % from dividends | 0.92 | 8.28 | 11% |
| Returns for 1 year | 5.17 | 6.68 | 77% |
| Returns for 3 years | 18.97 | 24.76 | 77% |
| Returns for 5 years | 37.53 | 67.51 | 56% |
| Returns for 10 years | 58.63 | N/A | - |
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