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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart
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GSPAX vs. JEPIX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. GSPAX (3.57B). JEPIX pays higher dividends than GSPAX: JEPIX (7.29) vs GSPAX (1.05). GSPAX was incepted earlier than JEPIX: GSPAX (19 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. GSPAX (30.00). GSPAX has a lower initial minimum investment than JEPIX: GSPAX (1000) vs JEPIX (1000000). GSPAX annual gain was more profitable for investors over the last year : 19.99 vs. JEPIX (17.64). JEPIX return over 5 years is better than : 58.02 vs. GSPAX (35.93).
| GSPAX | JEPIX | GSPAX / JEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 20.658 | 13.828 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.45B | 55% |
| Annual Yield % from dividends | 1.05 | 7.29 | 14% |
| Returns for 1 year | 19.99 | 17.64 | 113% |
| Returns for 3 years | 8.84 | 24.49 | 36% |
| Returns for 5 years | 35.93 | 58.02 | 62% |
| Returns for 10 years | 63.10 | N/A | - |
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