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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX commentary
Jan 19, 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 GSPQX is a Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.48B vs. GSPQX (3.58B). JEPAX pays higher dividends than GSPQX: JEPAX (7.05) vs GSPQX (0.36). GSPQX was incepted earlier than JEPAX: GSPQX (19 years) vs JEPAX (6 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. GSPQX (30.00). GSPQX (1000) and JEPAX (1000) have matching initial minimum investment requirements. GSPQX annual gain was more profitable for investors over the last year : 15.76 vs. JEPAX (13.56). JEPAX return over 5 years is better than : 50.65 vs. GSPQX (29.02).
| GSPQX | JEPAX | GSPQX / JEPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.529 | 1.254 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 6.48B | 55% |
| Annual Yield % from dividends | 0.36 | 7.05 | 5% |
| Returns for 1 year | 15.76 | 13.56 | 116% |
| Returns for 3 years | 9.65 | 23.06 | 42% |
| Returns for 5 years | 29.02 | 50.65 | 57% |
| Returns for 10 years | 56.49 | N/A | - |
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