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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart
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GSPAX vs. JEPIX commentary
Apr 18, 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: 5.92B vs. GSPAX (3.13B). JEPIX pays higher dividends than GSPAX: JEPIX (7.56) vs GSPAX (0.95). GSPAX was incepted earlier than JEPIX: GSPAX (20 years) vs JEPIX (7 years). GSPAX (1.12) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (30.00). 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 : 3.83 vs. GSPAX (0.26). JEPIX return over 5 years is better than : 64.15 vs. GSPAX (35.92).
| GSPAX | JEPIX | GSPAX / JEPIX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.12 | 0.60 | 187% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -9.848 | -5.594 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 5.92B | 53% |
| Annual Yield % from dividends | 0.95 | 7.56 | 13% |
| Returns for 1 year | 0.26 | 3.83 | 7% |
| Returns for 3 years | 2.77 | 13.68 | 20% |
| Returns for 5 years | 35.92 | 64.15 | 56% |
| Returns for 10 years | 41.74 | N/A | - |
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