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GSPAX vs JEPRX
GSPAX vs JEPRX Comparison Chart
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GSPAX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.26B vs. GSPAX (3.3B). JEPRX pays higher dividends than GSPAX: JEPRX (8.30) vs GSPAX (0.96). GSPAX was incepted earlier than JEPRX: GSPAX (20 years) vs JEPRX (7 years). GSPAX (1.11) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX has a lower initial minimum investment than JEPRX: GSPAX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 5.33 vs. GSPAX (2.80). JEPRX return over 5 years is better than : 76.62 vs. GSPAX (46.92).
| GSPAX | JEPRX | GSPAX / JEPRX | |
| Total Expense Ratio | 1.01 | 0.35 | 289% |
| Annual Report Gross Expense Ratio | 1.11 | 0.35 | 317% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -4.033 | -0.856 | 471% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 6.26B | 53% |
| Annual Yield % from dividends | 0.96 | 8.30 | 12% |
| Returns for 1 year | 2.80 | 5.33 | 53% |
| Returns for 3 years | 17.53 | 27.39 | 64% |
| Returns for 5 years | 46.92 | 76.62 | 61% |
| Returns for 10 years | 49.89 | N/A | - |
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