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GSPKX vs JEPAX
GSPKX vs JEPAX Comparison Chart
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GSPKX vs. JEPAX commentary
May 09, 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: 6.26B vs. GSPKX (3.28B). JEPAX pays higher dividends than GSPKX: JEPAX (7.78) vs GSPKX (1.28). 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 (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 : 5.09 vs. GSPKX (3.09). JEPAX return over 5 years is better than : 67.94 vs. GSPKX (42.70).
| 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 | -4.631 | -1.450 | 319% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 6.26B | 52% |
| Annual Yield % from dividends | 1.28 | 7.78 | 16% |
| Returns for 1 year | 3.09 | 5.09 | 61% |
| Returns for 3 years | 15.54 | 23.30 | 67% |
| Returns for 5 years | 42.70 | 67.94 | 63% |
| Returns for 10 years | 53.47 | N/A | - |
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