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GSPQX vs JEPCX
GSPQX vs JEPCX Comparison Chart in %
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GSPQX vs. JEPCX commentary
Aug 30, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. GSPQX (3.62B). JEPCX pays higher dividends than GSPQX: JEPCX (7.69) vs GSPQX (0.15). GSPQX was incepted earlier than JEPCX: GSPQX (20 years) vs JEPCX (7 years). GSPQX (1.86) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX (1000) and JEPCX (1000) have matching initial minimum investment requirements. GSPQX annual gain was more profitable for investors over the last year : 7.24 vs. JEPCX (5.67). JEPCX return over 5 years is better than : 56.34 vs. GSPQX (32.22).
| GSPQX | JEPCX | GSPQX / JEPCX | |
| Total Expense Ratio | 1.76 | 1.35 | 130% |
| Annual Report Gross Expense Ratio | 1.86 | 1.35 | 138% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 7.189 | 3.344 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 6.39B | 57% |
| Annual Yield % from dividends | 0.15 | 7.69 | 2% |
| Returns for 1 year | 7.24 | 5.67 | 128% |
| Returns for 3 years | 28.68 | 28.78 | 100% |
| Returns for 5 years | 32.22 | 56.34 | 57% |
| Returns for 10 years | 67.66 | N/A | - |
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