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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart
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GSPKX vs. JEPIX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. GSPKX (3.57B). JEPIX pays higher dividends than GSPKX: JEPIX (7.29) vs GSPKX (1.33). GSPKX was incepted earlier than JEPIX: GSPKX (19 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. GSPKX (30.00). GSPKX (1000000) and JEPIX (1000000) have matching initial minimum investment requirements. GSPKX annual gain was more profitable for investors over the last year : 20.36 vs. JEPIX (17.64). JEPIX return over 5 years is better than : 58.02 vs. GSPKX (37.61).
| GSPKX | JEPIX | GSPKX / JEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 21.012 | 13.828 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.45B | 55% |
| Annual Yield % from dividends | 1.33 | 7.29 | 18% |
| Returns for 1 year | 20.36 | 17.64 | 115% |
| Returns for 3 years | 9.88 | 24.49 | 40% |
| Returns for 5 years | 37.61 | 58.02 | 65% |
| Returns for 10 years | 67.63 | N/A | - |
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