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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart in %
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GSPKX vs. JEPIX 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 JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. GSPKX (3.45B). JEPIX pays higher dividends than GSPKX: JEPIX (8.28) vs GSPKX (1.22). GSPKX was incepted earlier than JEPIX: GSPKX (20 years) vs JEPIX (7 years). GSPKX (0.75) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). GSPKX (1000000) and JEPIX (1000000) have matching initial minimum investment requirements. JEPIX annual gain was more profitable for investors over the last year : 6.29 vs. GSPKX (4.35). JEPIX return over 5 years is better than : 72.01 vs. GSPKX (45.30).
| GSPKX | JEPIX | GSPKX / JEPIX | |
| Total Expense Ratio | 0.69 | 0.60 | 115% |
| Annual Report Gross Expense Ratio | 0.75 | 0.60 | 125% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.976 | -0.122 | -797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 6.26B | 55% |
| Annual Yield % from dividends | 1.22 | 8.28 | 15% |
| Returns for 1 year | 4.35 | 6.29 | 69% |
| Returns for 3 years | 27.29 | 29.46 | 93% |
| Returns for 5 years | 45.30 | 72.01 | 63% |
| Returns for 10 years | 62.09 | N/A | - |
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