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GSPKX vs JEPCX
GSPKX vs JEPCX Comparison Chart in %
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GSPKX vs. JEPCX commentary
Aug 03, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.35B vs. GSPKX (3.61B). JEPCX pays higher dividends than GSPKX: JEPCX (7.69) vs GSPKX (1.16). GSPKX was incepted earlier than JEPCX: GSPKX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPKX (0.75). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). JEPCX has a lower initial minimum investment than GSPKX: JEPCX (1000) vs GSPKX (1000000). GSPKX annual gain was more profitable for investors over the last year : 8.77 vs. JEPCX (6.01). JEPCX return over 5 years is better than : 56.17 vs. GSPKX (43.84).
| GSPKX | JEPCX | GSPKX / JEPCX | |
| Total Expense Ratio | 0.69 | 1.35 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 5.792 | 1.957 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 6.35B | 57% |
| Annual Yield % from dividends | 1.16 | 7.69 | 15% |
| Returns for 1 year | 8.77 | 6.01 | 146% |
| Returns for 3 years | 28.90 | 25.26 | 114% |
| Returns for 5 years | 43.84 | 56.17 | 78% |
| Returns for 10 years | 71.21 | N/A | - |
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