Ad is loading...
Analysis and predictions GSPKX vs JEPSX
GSPKX vs JEPSX Comparison
Open Charts GSPKX vs JEPSX
Goldman Sachs US Eq Div and Prem Instl
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R5
Price$13.55
Change+$0.15 (+1.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
GSPKX vs JEPSX Comparison Chart
Loading...
GSPKX vs. JEPSX commentary
Dec 01, 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 JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.77B vs. GSPKX (3.05B). JEPSX pays higher dividends than GSPKX: JEPSX (9.91) vs GSPKX (1.56). GSPKX was incepted earlier than JEPSX: GSPKX (18 years) vs JEPSX (5 years). GSPKX (0.78) is less costly to investors than JEPSX (0.46). JEPSX is a more actively managed with annual turnover of: 189.00 vs. GSPKX (38.00). 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 : 6.52 vs. JEPSX (5.74). JEPSX return over 5 years is better than : 51.47 vs. GSPKX (22.47).
| GSPKX | JEPSX | GSPKX / JEPSX | |
| Total Expense Ratio | 0.69 | 0.45 | 153% |
| Annual Report Gross Expense Ratio | 0.78 | 0.46 | 170% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 17.303 | 7.693 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 5.77B | 53% |
| Annual Yield % from dividends | 1.56 | 9.91 | 16% |
| Returns for 1 year | 6.52 | 5.74 | 114% |
| Returns for 3 years | 8.04 | 29.23 | 28% |
| Returns for 5 years | 22.47 | 51.47 | 44% |
| Returns for 10 years | 53.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...