Interact to see
Advertisement
Advertisement
GSPAX vs JEPIX
GSPAX vs JEPIX Comparison
Open Charts GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GSPAX vs. JEPIX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.16B vs. GSPAX (3.89B). 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 : 18.44 vs. JEPIX (7.67). JEPIX return over 5 years is better than : 41.14 vs. GSPAX (35.15).
| 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 | 10.220 | -0.045 | -22,595% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 5.16B | 75% |
| Annual Yield % from dividends | 0.71 | 8.12 | 9% |
| Returns for 1 year | 18.44 | 7.67 | 240% |
| Returns for 3 years | 41.77 | 28.25 | 148% |
| Returns for 5 years | 35.15 | 41.14 | 85% |
| Returns for 10 years | 90.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement