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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison
Open Charts GSPKX vs JEPIX
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GSPKX vs JEPIX Comparison Chart
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GSPKX vs. JEPIX commentary
Sep 21, 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 StrongBuy and JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.52B vs. GSPKX (3.5B). 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 : 16.74 vs. JEPIX (14.77). JEPIX return over 5 years is better than : 57.00 vs. GSPKX (37.36).
| 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 | 16.223 | 11.465 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 6.52B | 54% |
| Annual Yield % from dividends | 1.33 | 7.29 | 18% |
| Returns for 1 year | 16.74 | 14.77 | 113% |
| Returns for 3 years | 10.74 | 25.10 | 43% |
| Returns for 5 years | 37.36 | 57.00 | 66% |
| Returns for 10 years | 64.61 | N/A | - |
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