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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.41B vs. GSPQX (3.41B). JEPAX pays higher dividends than GSPQX: JEPAX (7.30) vs GSPQX (0.18). GSPQX was incepted earlier than JEPAX: GSPQX (20 years) vs JEPAX (7 years). GSPQX (1.87) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (30.00). GSPQX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 7.08 vs. GSPQX (4.04). JEPAX return over 5 years is better than : 89.27 vs. GSPQX (62.45).
| GSPQX | JEPAX | GSPQX / JEPAX | |
| Total Expense Ratio | 1.75 | 0.85 | 206% |
| Annual Report Gross Expense Ratio | 1.87 | 0.85 | 220% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -3.158 | 0.730 | -433% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 6.41B | 53% |
| Annual Yield % from dividends | 0.18 | 7.30 | 2% |
| Returns for 1 year | 4.04 | 7.08 | 57% |
| Returns for 3 years | 4.00 | 20.38 | 20% |
| Returns for 5 years | 62.45 | 89.27 | 70% |
| Returns for 10 years | 44.88 | N/A | - |
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