GSPKX
Price
$17.74
Change
+$0.09 (+0.51%)
Updated
Jul 3 closing price
Net Assets
3.59B
JEPSX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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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$17.74
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets3.59B
JPMorgan Equity Premium Income R5
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
GSPKX vs JEPSX Comparison Chart in %
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GSPKX vs. JEPSX commentary
Jul 06, 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. GSPKX (3.59B). JEPSX pays higher dividends than GSPKX: JEPSX (8.43) vs GSPKX (1.18). 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). JEPSX annual gain was more profitable for investors over the last year : 9.91 vs. GSPKX (7.21). JEPSX return over 5 years is better than : 72.47 vs. GSPKX (48.17).
GSPKXJEPSXGSPKX / JEPSX
Total Expense Ratio0.690.45153%
Annual Report Gross Expense Ratio0.750.54139%
Fund Existence20 years7 years-
Gain YTD5.0233.219156%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.43B56%
Annual Yield % from dividends1.188.4314%
Returns for 1 year7.219.9173%
Returns for 3 years35.4433.15107%
Returns for 5 years48.1772.4766%
Returns for 10 years71.39N/A-
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