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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX commentary
Feb 23, 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 Buy and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.56B vs. GSPQX (3.6B). 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. JEPAX (11.54) and GSPQX (11.38) have marching annual gain over last year. JEPAX return over 5 years is better than : 49.79 vs. GSPQX (29.24).
| 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 | 2.000 | 2.817 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 6.56B | 55% |
| Annual Yield % from dividends | 0.36 | 7.05 | 5% |
| Returns for 1 year | 11.38 | 11.54 | 99% |
| Returns for 3 years | 16.14 | 29.48 | 55% |
| Returns for 5 years | 29.24 | 49.79 | 59% |
| Returns for 10 years | 50.72 | N/A | - |
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