GSPKX
Price
$15.31
Change
+$0.02 (+0.13%)
Updated
Apr 17 closing price
Net Assets
3.12B
JEPRX
Price
$13.32
Change
+$0.02 (+0.15%)
Updated
Apr 17 closing price
Net Assets
5.92B
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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$15.31
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.12B
JPMorgan Equity Premium Income R6
Price$13.32
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets5.92B
GSPKX vs JEPRX Comparison Chart
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GSPKX vs. JEPRX 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.92B vs. GSPKX (3.13B). JEPRX pays higher dividends than GSPKX: JEPRX (7.81) vs GSPKX (1.26). GSPKX was incepted earlier than JEPRX: GSPKX (20 years) vs JEPRX (7 years). GSPKX (0.76) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (30.00). GSPKX has a lower initial minimum investment than JEPRX: GSPKX (1000000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 4.09 vs. GSPKX (0.58). JEPRX return over 5 years is better than : 66.36 vs. GSPKX (37.65).
GSPKXJEPRXGSPKX / JEPRX
Total Expense Ratio0.680.35194%
Annual Report Gross Expense Ratio0.760.35217%
Fund Existence20 years7 years-
Gain YTD-9.765-5.470179%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets3.13B5.92B53%
Annual Yield % from dividends1.267.8116%
Returns for 1 year0.584.0914%
Returns for 3 years3.6514.5425%
Returns for 5 years37.6566.3657%
Returns for 10 years45.69N/A-
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