Ad is loading...
Compare predictions GSPKX vs JEPRX
GSPKX vs JEPRX Comparison
Open Charts GSPKX vs JEPRX
Goldman Sachs US Eq Div and Prem Instl
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R6
Price$13.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
GSPKX vs JEPRX Comparison Chart
Loading...
GSPKX vs. JEPRX commentary
Nov 29, 2023
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.78B vs. GSPKX (3.05B). JEPRX pays higher dividends than GSPKX: JEPRX (10.01) vs GSPKX (1.56). GSPKX was incepted earlier than JEPRX: GSPKX (18 years) vs JEPRX (5 years). GSPKX (0.78) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 189.00 vs. GSPKX (38.00). 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 : 9.32 vs. JEPRX (7.06). JEPRX return over 5 years is better than : 53.28 vs. GSPKX (23.60).
| GSPKX | JEPRX | GSPKX / JEPRX | |
| Total Expense Ratio | 0.69 | 0.35 | 197% |
| Annual Report Gross Expense Ratio | 0.78 | 0.35 | 223% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 17.226 | 6.836 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 5.78B | 53% |
| Annual Yield % from dividends | 1.56 | 10.01 | 16% |
| Returns for 1 year | 9.32 | 7.06 | 132% |
| Returns for 3 years | 7.60 | 29.69 | 26% |
| Returns for 5 years | 23.60 | 53.28 | 44% |
| Returns for 10 years | 52.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...