GSPAX
Price
$18.10
Change
+$0.12 (+0.67%)
Updated
Aug 8 closing price
Net Assets
3.61B
JEPSX
Price
$13.95
Change
+$0.04 (+0.29%)
Updated
Aug 8 closing price
Net Assets
6.34B
Interact to see
Advertisement

GSPAX vs JEPSX

Header iconGSPAX vs JEPSX Comparison
Open Charts GSPAX vs JEPSXBanner chart's image
Goldman Sachs US Eq Div and Premium A
Price$18.10
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets3.61B
JPMorgan Equity Premium Income R5
Price$13.95
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets6.34B
GSPAX vs JEPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
GSPAX vs. JEPSX commentary
Aug 10, 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 JEPSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.34B vs. GSPAX (3.61B). JEPSX pays higher dividends than GSPAX: JEPSX (8.61) vs GSPAX (0.87). GSPAX was incepted earlier than JEPSX: GSPAX (20 years) vs JEPSX (7 years). GSPAX (1.11) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). JEPSX has a lower initial minimum investment than GSPAX: JEPSX (0) vs GSPAX (1000). GSPAX annual gain was more profitable for investors over the last year : 11.70 vs. JEPSX (8.42). JEPSX return over 5 years is better than : 61.80 vs. GSPAX (40.38).
GSPAXJEPSXGSPAX / JEPSX
Total Expense Ratio1.010.45224%
Annual Report Gross Expense Ratio1.110.54206%
Fund Existence20 years7 years-
Gain YTD6.5572.273288%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B6.34B57%
Annual Yield % from dividends0.878.6110%
Returns for 1 year11.708.42139%
Returns for 3 years27.8927.43102%
Returns for 5 years40.3861.8065%
Returns for 10 years68.35N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LVOCX14.200.04
+0.28%
Lord Abbett Value Opportunities C
FBCIX77.490.15
+0.19%
American Funds Capital Income Bldr 529F2
STSIX15.51-0.03
-0.19%
American Beacon Stephens Sm Cp Gr R5
JNOSX52.73-0.10
-0.19%
Janus Henderson Overseas D
MCYCX11.68-0.05
-0.43%
NYLI Candriam Emerging Markets Eq Cl C