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Compare trend and price GSPKX vs JEPAX
GSPKX vs JEPAX Comparison
Open Charts GSPKX vs JEPAX
Goldman Sachs US Eq Div and Prem Instl
Price$15.32
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income A
Price$13.54
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
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GSPKX vs JEPAX Comparison Chart
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GSPKX vs. JEPAX commentary
Dec 11, 2023
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.82B vs. GSPKX (3.08B). JEPAX pays higher dividends than GSPKX: JEPAX (8.68) vs GSPKX (1.45). GSPKX was incepted earlier than JEPAX: GSPKX (18 years) vs JEPAX (5 years). JEPAX (0.85) is less costly to investors than GSPKX (0.78). JEPAX is a more actively managed with annual turnover of: 189.00 vs. GSPKX (38.00). JEPAX has a lower initial minimum investment than GSPKX: JEPAX (1000) vs GSPKX (1000000). GSPKX annual gain was more profitable for investors over the last year : 10.08 vs. JEPAX (5.84). JEPAX return over 5 years is better than : 53.04 vs. GSPKX (29.12).
| GSPKX | JEPAX | GSPKX / JEPAX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.78 | 0.85 | 92% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 18.541 | 7.221 | 257% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 5.82B | 53% |
| Annual Yield % from dividends | 1.45 | 8.68 | 17% |
| Returns for 1 year | 10.08 | 5.84 | 173% |
| Returns for 3 years | 7.28 | 27.71 | 26% |
| Returns for 5 years | 29.12 | 53.04 | 55% |
| Returns for 10 years | 61.08 | N/A | - |
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