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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
Sep 12, 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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 4.83B vs. GSPAX (3.9B). JEPIX pays higher dividends than GSPAX: JEPIX (7.93) vs GSPAX (0.67). 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 : 11.02 vs. JEPIX (6.33). JEPIX return over 5 years is better than : 39.62 vs. GSPAX (31.81).
| 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 | 12.417 | 3.420 | 363% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 4.83B | 81% |
| Annual Yield % from dividends | 0.67 | 7.93 | 8% |
| Returns for 1 year | 11.02 | 6.33 | 174% |
| Returns for 3 years | 39.85 | 28.80 | 138% |
| Returns for 5 years | 31.81 | 39.62 | 80% |
| Returns for 10 years | 89.54 | N/A | - |
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