GSPKX
Price
$15.15
Change
-$0.00 (-0.00%)
Updated
Nov 27, 6:59 PM EST
JEPRX
Price
$13.53
Change
-$0.00 (-0.00%)
Updated
Nov 27, 6:59 PM EST
Ad is loading...

Compare predictions 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$15.15
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
GSPKX vs JEPRX Comparison Chart

Loading...

VS
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).
GSPKXJEPRXGSPKX / JEPRX
Total Expense Ratio0.690.35197%
Annual Report Gross Expense Ratio0.780.35223%
Fund Existence18 years5 years-
Gain YTD17.2266.836252%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets3.05B5.78B53%
Annual Yield % from dividends1.5610.0116%
Returns for 1 year9.327.06132%
Returns for 3 years7.6029.6926%
Returns for 5 years23.6053.2844%
Returns for 10 years52.95N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VWINX24.26N/A
N/A
Vanguard Wellesley® Income Inv
DDDRX13.73N/A
N/A
Delaware Wealth Builder R
APHLX13.74N/A
N/A
Artisan Value Institutional
GLNJX18.20N/A
N/A
MFS Global New Discovery R1
JDIVX14.89N/A
N/A
JHancock Disciplined Value Intl NAV