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GSPKX vs JEPAX
GSPKX vs JEPAX Comparison Chart
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GSPKX vs. JEPAX commentary
Jun 01, 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: 6.27B vs. GSPKX (3.43B). JEPAX pays higher dividends than GSPKX: JEPAX (8.02) vs GSPKX (1.22). GSPKX was incepted earlier than JEPAX: GSPKX (20 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than GSPKX (0.75). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). 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 : 8.00 vs. GSPKX (6.84). JEPAX return over 5 years is better than : 64.73 vs. GSPKX (44.72).
| GSPKX | JEPAX | GSPKX / JEPAX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.75 | 0.85 | 88% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.090 | -0.013 | -682% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 6.27B | 55% |
| Annual Yield % from dividends | 1.22 | 8.02 | 15% |
| Returns for 1 year | 6.84 | 8.00 | 86% |
| Returns for 3 years | 20.52 | 24.33 | 84% |
| Returns for 5 years | 44.72 | 64.73 | 69% |
| Returns for 10 years | 61.20 | N/A | - |
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