GSPKX
Price
$18.19
Change
+$0.20 (+1.11%)
Updated
Aug 22 closing price
Net Assets
3.63B
JEPRX
Price
$14.23
Change
+$0.13 (+0.92%)
Updated
Aug 22 closing price
Net Assets
6.44B
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GSPKX vs JEPRX

Header iconGSPKX vs JEPRX Comparison
Open Charts GSPKX vs JEPRXBanner chart's image
Goldman Sachs US Eq Div and Prem Instl
Price$18.19
Change+$0.20 (+1.11%)
VolumeN/A
Net Assets3.63B
JPMorgan Equity Premium Income R6
Price$14.23
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets6.44B
GSPKX vs JEPRX Comparison Chart in %
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GSPKX vs. JEPRX commentary
Aug 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 StrongBuy and JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.44B vs. GSPKX (3.63B). JEPRX pays higher dividends than GSPKX: JEPRX (8.72) vs GSPKX (1.16). GSPKX was incepted earlier than JEPRX: GSPKX (20 years) vs JEPRX (7 years). GSPKX (0.75) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). GSPKX has a lower initial minimum investment than JEPRX: GSPKX (1000000) vs JEPRX (15000000). GSPKX annual gain was more profitable for investors over the last year : 8.50 vs. JEPRX (7.87). JEPRX return over 5 years is better than : 65.54 vs. GSPKX (41.82).
GSPKXJEPRXGSPKX / JEPRX
Total Expense Ratio0.690.35197%
Annual Report Gross Expense Ratio0.750.35214%
Fund Existence20 years7 years-
Gain YTD7.6874.466172%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B6.44B56%
Annual Yield % from dividends1.168.7213%
Returns for 1 year8.507.87108%
Returns for 3 years29.6030.9596%
Returns for 5 years41.8265.5464%
Returns for 10 years94.07N/A-
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