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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison
Open Charts GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart in %
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GSPKX vs. JEPIX commentary
Jun 20, 2026
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 Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.12B vs. GSPKX (3.84B). JEPIX pays higher dividends than GSPKX: JEPIX (8.12) vs GSPKX (0.98). GSPKX was incepted earlier than JEPIX: GSPKX (21 years) vs JEPIX (8 years). GSPKX (0.75) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (29.00). GSPKX (1000000) and JEPIX (1000000) have matching initial minimum investment requirements. GSPKX annual gain was more profitable for investors over the last year : 16.57 vs. JEPIX (8.46). JEPIX return over 5 years is better than : 43.89 vs. GSPKX (36.05).
| GSPKX | JEPIX | GSPKX / JEPIX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.75 | 0.59 | 127% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 9.072 | 0.753 | 1,204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 5.12B | 75% |
| Annual Yield % from dividends | 0.98 | 8.12 | 12% |
| Returns for 1 year | 16.57 | 8.46 | 196% |
| Returns for 3 years | 38.24 | 28.61 | 134% |
| Returns for 5 years | 36.05 | 43.89 | 82% |
| Returns for 10 years | 95.65 | N/A | - |
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