GSPKX
Price
$15.16
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
JEPSX
Price
$13.55
Change
+$0.15 (+1.12%)
Updated
Nov 30, 6:59 PM EST
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Analysis and predictions 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$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
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GSPKX vs JEPSX Comparison Chart

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VS
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).
GSPKXJEPSXGSPKX / JEPSX
Total Expense Ratio0.690.45153%
Annual Report Gross Expense Ratio0.780.46170%
Fund Existence18 years5 years-
Gain YTD17.3037.693225%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.05B5.77B53%
Annual Yield % from dividends1.569.9116%
Returns for 1 year6.525.74114%
Returns for 3 years8.0429.2328%
Returns for 5 years22.4751.4744%
Returns for 10 years53.32N/A-
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