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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX commentary
Dec 19, 2024
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 StrongBuy and JEPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.49B vs. GSPQX (3.61B). 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 : 16.86 vs. JEPAX (15.15). JEPAX return over 5 years is better than : 54.10 vs. GSPQX (32.15).
| 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 | 16.432 | 14.008 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 6.49B | 56% |
| Annual Yield % from dividends | 0.36 | 7.05 | 5% |
| Returns for 1 year | 16.86 | 15.15 | 111% |
| Returns for 3 years | 9.49 | 23.15 | 41% |
| Returns for 5 years | 32.15 | 54.10 | 59% |
| Returns for 10 years | 54.50 | N/A | - |
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