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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison
Open Charts GSPQX vs JEPAX
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GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX commentary
Sep 21, 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 (3.46B). 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 : 15.53 vs. JEPAX (14.48). JEPAX return over 5 years is better than : 55.10 vs. GSPQX (31.59).
| 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 | 15.303 | 11.280 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.49B | 53% |
| Annual Yield % from dividends | 0.36 | 7.05 | 5% |
| Returns for 1 year | 15.53 | 14.48 | 107% |
| Returns for 3 years | 7.16 | 24.25 | 30% |
| Returns for 5 years | 31.59 | 55.10 | 57% |
| Returns for 10 years | 50.59 | N/A | - |
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