GSPQX
Price
$18.23
Change
+$0.03 (+0.16%)
Updated
Aug 28 closing price
Net Assets
3.62B
JEPIX
Price
$14.17
Change
+$0.01 (+0.07%)
Updated
Aug 28 closing price
Net Assets
6.39B
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GSPQX vs JEPIX

Header iconGSPQX vs JEPIX Comparison
Open Charts GSPQX vs JEPIXBanner chart's image
Goldman Sachs US Eq Div and Premium C
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets3.62B
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
GSPQX vs JEPIX Comparison Chart in %
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GSPQX vs. JEPIX 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 JEPIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. GSPQX (3.62B). JEPIX pays higher dividends than GSPQX: JEPIX (8.46) vs GSPQX (0.15). GSPQX was incepted earlier than JEPIX: GSPQX (20 years) vs JEPIX (7 years). GSPQX (1.86) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX has a lower initial minimum investment than JEPIX: GSPQX (1000) vs JEPIX (1000000). GSPQX annual gain was more profitable for investors over the last year : 7.24 vs. JEPIX (6.40). JEPIX return over 5 years is better than : 62.31 vs. GSPQX (32.22).
GSPQXJEPIXGSPQX / JEPIX
Total Expense Ratio1.760.60293%
Annual Report Gross Expense Ratio1.860.60310%
Fund Existence20 years7 years-
Gain YTD7.1893.728193%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B6.39B57%
Annual Yield % from dividends0.158.462%
Returns for 1 year7.246.40113%
Returns for 3 years28.6831.6491%
Returns for 5 years32.2262.3152%
Returns for 10 years67.66N/A-
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