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GSPKX vs JEPCX ᐉ Comparison: Which is Better to Invest?
GSPKX vs JEPCX Comparison
Open Charts GSPKX vs JEPCX
Goldman Sachs US Eq Div and Prem Instl
Price$15.15
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income C
Price$13.52
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
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GSPKX vs JEPCX Comparison Chart
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GSPKX vs. JEPCX commentary
Nov 28, 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 JEPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.8B vs. GSPKX (3.05B). JEPCX pays higher dividends than GSPKX: JEPCX (8.97) vs GSPKX (1.56). GSPKX was incepted earlier than JEPCX: GSPKX (18 years) vs JEPCX (5 years). JEPCX (1.35) is less costly to investors than GSPKX (0.78). JEPCX is a more actively managed with annual turnover of: 189.00 vs. GSPKX (38.00). 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 : 7.79 vs. JEPCX (5.15). JEPCX return over 5 years is better than : 45.52 vs. GSPKX (23.51).
| GSPKX | JEPCX | GSPKX / JEPCX | |
| Total Expense Ratio | 0.69 | 1.35 | 51% |
| Annual Report Gross Expense Ratio | 0.78 | 1.35 | 58% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 17.226 | 5.866 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 5.8B | 53% |
| Annual Yield % from dividends | 1.56 | 8.97 | 17% |
| Returns for 1 year | 7.79 | 5.15 | 151% |
| Returns for 3 years | 7.60 | 25.76 | 30% |
| Returns for 5 years | 23.51 | 45.52 | 52% |
| Returns for 10 years | 52.95 | N/A | - |
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