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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart
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GSPAX vs. JEPIX commentary
May 13, 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: 6.26B vs. GSPAX (3.3B). JEPIX pays higher dividends than GSPAX: JEPIX (8.04) vs GSPAX (0.96). 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 : 4.99 vs. GSPAX (2.80). JEPIX return over 5 years is better than : 74.41 vs. GSPAX (46.92).
| 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 | -4.033 | -1.007 | 401% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 6.26B | 53% |
| Annual Yield % from dividends | 0.96 | 8.04 | 12% |
| Returns for 1 year | 2.80 | 4.99 | 56% |
| Returns for 3 years | 17.53 | 26.42 | 66% |
| Returns for 5 years | 46.92 | 74.41 | 63% |
| Returns for 10 years | 49.89 | N/A | - |
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