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GSPKX vs JEPAX
GSPKX vs JEPAX Comparison Chart in %
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GSPKX vs. JEPAX commentary
Jun 25, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.26B vs. GSPKX (3.45B). 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 : 6.10 vs. GSPKX (4.35). JEPAX return over 5 years is better than : 69.90 vs. GSPKX (45.30).
| 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 | 0.976 | -0.158 | -618% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 6.26B | 55% |
| Annual Yield % from dividends | 1.22 | 8.02 | 15% |
| Returns for 1 year | 4.35 | 6.10 | 71% |
| Returns for 3 years | 27.29 | 28.50 | 96% |
| Returns for 5 years | 45.30 | 69.90 | 65% |
| Returns for 10 years | 62.09 | N/A | - |
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