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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison
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GSPAX vs JEPIX Comparison Chart in %
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GSPAX vs. JEPIX commentary
Jun 24, 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 Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.1B vs. GSPAX (3.88B). JEPIX pays higher dividends than GSPAX: JEPIX (8.12) vs GSPAX (0.71). GSPAX was incepted earlier than JEPIX: GSPAX (21 years) vs JEPIX (8 years). GSPAX (1.11) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (29.00). 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 : 17.58 vs. JEPIX (9.00). JEPIX return over 5 years is better than : 42.58 vs. GSPAX (33.52).
| GSPAX | JEPIX | GSPAX / JEPIX | |
| Total Expense Ratio | 1.00 | 0.59 | 169% |
| Annual Report Gross Expense Ratio | 1.11 | 0.59 | 188% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 10.000 | 0.971 | 1,030% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 5.1B | 76% |
| Annual Yield % from dividends | 0.71 | 8.12 | 9% |
| Returns for 1 year | 17.58 | 9.00 | 195% |
| Returns for 3 years | 39.95 | 29.64 | 135% |
| Returns for 5 years | 33.52 | 42.58 | 79% |
| Returns for 10 years | 94.31 | N/A | - |
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