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GSPQX vs JEPIX
GSPQX vs JEPIX Comparison Chart
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GSPQX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.98B vs. GSPQX (3.17B). JEPIX pays higher dividends than GSPQX: JEPIX (7.56) vs GSPQX (0.18). GSPQX was incepted earlier than JEPIX: GSPQX (20 years) vs JEPIX (7 years). GSPQX (1.87) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (30.00). GSPQX has a lower initial minimum investment than JEPIX: GSPQX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 3.27 vs. GSPQX (0.06). JEPIX return over 5 years is better than : 67.16 vs. GSPQX (35.53).
| GSPQX | JEPIX | GSPQX / JEPIX | |
| Total Expense Ratio | 1.75 | 0.60 | 292% |
| Annual Report Gross Expense Ratio | 1.87 | 0.60 | 312% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -8.516 | -4.672 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.98B | 53% |
| Annual Yield % from dividends | 0.18 | 7.56 | 2% |
| Returns for 1 year | 0.06 | 3.27 | 2% |
| Returns for 3 years | 3.62 | 16.31 | 22% |
| Returns for 5 years | 35.53 | 67.16 | 53% |
| Returns for 10 years | 34.95 | N/A | - |
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