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GSPKX vs JEPAX
GSPKX vs JEPAX Comparison Chart
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GSPKX vs. JEPAX commentary
Apr 18, 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 GSPKX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.92B vs. GSPKX (3.13B). JEPAX pays higher dividends than GSPKX: JEPAX (7.30) vs GSPKX (1.26). GSPKX was incepted earlier than JEPAX: GSPKX (20 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than GSPKX (0.76). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (30.00). JEPAX has a lower initial minimum investment than GSPKX: JEPAX (1000) vs GSPKX (1000000). JEPAX annual gain was more profitable for investors over the last year : 3.56 vs. GSPKX (0.58). JEPAX return over 5 years is better than : 62.26 vs. GSPKX (37.65).
| GSPKX | JEPAX | GSPKX / JEPAX | |
| Total Expense Ratio | 0.68 | 0.85 | 80% |
| Annual Report Gross Expense Ratio | 0.76 | 0.85 | 89% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -9.765 | -5.588 | 175% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 5.92B | 53% |
| Annual Yield % from dividends | 1.26 | 7.30 | 17% |
| Returns for 1 year | 0.58 | 3.56 | 16% |
| Returns for 3 years | 3.65 | 12.83 | 28% |
| Returns for 5 years | 37.65 | 62.26 | 60% |
| Returns for 10 years | 45.69 | N/A | - |
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