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GSPQX vs JEPIX
GSPQX vs JEPIX Comparison
Open Charts GSPQX vs JEPIX
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GSPQX vs JEPIX Comparison Chart
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GSPQX vs. JEPIX 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 JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.49B vs. GSPQX (3.46B). JEPIX pays higher dividends than GSPQX: JEPIX (7.29) vs GSPQX (0.36). GSPQX was incepted earlier than JEPIX: GSPQX (19 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. GSPQX (30.00). GSPQX has a lower initial minimum investment than JEPIX: GSPQX (1000) vs JEPIX (1000000). GSPQX (15.53) and JEPIX (14.77) have marching annual gain over last year. JEPIX return over 5 years is better than : 57.00 vs. GSPQX (31.59).
| GSPQX | JEPIX | GSPQX / JEPIX | |
| 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 | 11.465 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.49B | 53% |
| Annual Yield % from dividends | 0.36 | 7.29 | 5% |
| Returns for 1 year | 15.53 | 14.77 | 105% |
| Returns for 3 years | 7.16 | 25.10 | 29% |
| Returns for 5 years | 31.59 | 57.00 | 55% |
| Returns for 10 years | 50.59 | N/A | - |
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