Ad is loading...
GSPKX vs JEPCX
GSPKX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSPKX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. GSPKX (3.28B). JEPCX pays higher dividends than GSPKX: JEPCX (7.25) vs GSPKX (1.28). GSPKX was incepted earlier than JEPCX: GSPKX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPKX (0.76). 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 : 4.56 vs. GSPKX (3.09). JEPCX return over 5 years is better than : 63.78 vs. GSPKX (42.70).
| GSPKX | JEPCX | GSPKX / JEPCX | |
| Total Expense Ratio | 0.68 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.76 | 1.35 | 56% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -4.631 | -1.614 | 287% |
| Front Load | N/A | N/A | - |
| 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 | 7.25 | 18% |
| Returns for 1 year | 3.09 | 4.56 | 68% |
| Returns for 3 years | 15.54 | 21.45 | 72% |
| Returns for 5 years | 42.70 | 63.78 | 67% |
| Returns for 10 years | 53.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers