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GSPKX vs JEPCX
GSPKX vs JEPCX Comparison Chart in %
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GSPKX vs. JEPCX 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. GSPKX (3.45B). JEPCX pays higher dividends than GSPKX: JEPCX (7.50) vs GSPKX (1.22). 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). JEPCX annual gain was more profitable for investors over the last year : 5.57 vs. GSPKX (4.35). JEPCX return over 5 years is better than : 65.81 vs. GSPKX (45.30).
| 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 | 0.976 | -0.366 | -266% |
| Front Load | N/A | N/A | - |
| 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 | 7.50 | 16% |
| Returns for 1 year | 4.35 | 5.57 | 78% |
| Returns for 3 years | 27.29 | 26.57 | 103% |
| Returns for 5 years | 45.30 | 65.81 | 69% |
| Returns for 10 years | 62.09 | N/A | - |
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