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

Header iconGSPKX vs JEPSX Comparison
Open Charts GSPKX vs JEPSXBanner 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 R5
Price$14.23
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets6.44B
GSPKX vs JEPSX Comparison Chart in %
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GSPKX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.44B vs. GSPKX (3.63B). JEPSX pays higher dividends than GSPKX: JEPSX (8.61) vs GSPKX (1.16). GSPKX was incepted earlier than JEPSX: GSPKX (20 years) vs JEPSX (7 years). GSPKX (0.75) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). JEPSX has a lower initial minimum investment than GSPKX: JEPSX (0) vs GSPKX (1000000). GSPKX annual gain was more profitable for investors over the last year : 8.50 vs. JEPSX (7.75). JEPSX return over 5 years is better than : 64.57 vs. GSPKX (41.82).
GSPKXJEPSXGSPKX / JEPSX
Total Expense Ratio0.690.45153%
Annual Report Gross Expense Ratio0.750.54139%
Fund Existence20 years7 years-
Gain YTD7.6874.326178%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B6.44B56%
Annual Yield % from dividends1.168.6113%
Returns for 1 year8.507.75110%
Returns for 3 years29.6030.5497%
Returns for 5 years41.8264.5765%
Returns for 10 years94.07N/A-
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