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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart
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GSPKX vs. JEPIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.92B vs. GSPKX (3.13B). JEPIX pays higher dividends than GSPKX: JEPIX (7.56) vs GSPKX (1.26). GSPKX was incepted earlier than JEPIX: GSPKX (20 years) vs JEPIX (7 years). GSPKX (0.76) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (30.00). GSPKX (1000000) and JEPIX (1000000) have matching initial minimum investment requirements. JEPIX annual gain was more profitable for investors over the last year : 3.83 vs. GSPKX (0.58). JEPIX return over 5 years is better than : 64.15 vs. GSPKX (37.65).
| GSPKX | JEPIX | GSPKX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.76 | 0.60 | 127% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -9.765 | -5.594 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 5.92B | 53% |
| Annual Yield % from dividends | 1.26 | 7.56 | 17% |
| Returns for 1 year | 0.58 | 3.83 | 15% |
| Returns for 3 years | 3.65 | 13.68 | 27% |
| Returns for 5 years | 37.65 | 64.15 | 59% |
| Returns for 10 years | 45.69 | N/A | - |
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