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GSPQX vs JEPCX
GSPQX vs JEPCX Comparison Chart
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GSPQX vs. JEPCX commentary
Apr 25, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.98B vs. GSPQX (3.17B). JEPCX pays higher dividends than GSPQX: JEPCX (6.79) vs GSPQX (0.18). GSPQX was incepted earlier than JEPCX: GSPQX (20 years) vs JEPCX (7 years). GSPQX (1.87) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (30.00). GSPQX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 2.49 vs. GSPQX (0.06). JEPCX return over 5 years is better than : 61.03 vs. GSPQX (35.53).
| GSPQX | JEPCX | GSPQX / JEPCX | |
| Total Expense Ratio | 1.75 | 1.35 | 130% |
| Annual Report Gross Expense Ratio | 1.87 | 1.35 | 139% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -8.516 | -4.784 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.98B | 53% |
| Annual Yield % from dividends | 0.18 | 6.79 | 3% |
| Returns for 1 year | 0.06 | 2.49 | 2% |
| Returns for 3 years | 3.62 | 13.70 | 26% |
| Returns for 5 years | 35.53 | 61.03 | 58% |
| Returns for 10 years | 34.95 | N/A | - |
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