Ad is loading...
GSPQX vs JEPRX
GSPQX vs JEPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSPQX vs. JEPRX commentary
Feb 23, 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.56B vs. GSPQX (3.6B). JEPRX pays higher dividends than GSPQX: JEPRX (7.53) vs GSPQX (0.36). GSPQX was incepted earlier than JEPRX: GSPQX (19 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. GSPQX (30.00). GSPQX has a lower initial minimum investment than JEPRX: GSPQX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 12.10 vs. GSPQX (11.38). JEPRX return over 5 years is better than : 53.57 vs. GSPQX (29.24).
| GSPQX | JEPRX | GSPQX / JEPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 2.000 | 2.861 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 6.56B | 55% |
| Annual Yield % from dividends | 0.36 | 7.53 | 5% |
| Returns for 1 year | 11.38 | 12.10 | 94% |
| Returns for 3 years | 16.14 | 31.36 | 51% |
| Returns for 5 years | 29.24 | 53.57 | 55% |
| Returns for 10 years | 50.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TEQAX | 26.96 | -0.25 | -0.92% |
| Touchstone Non-US ESG Equity A | |||
| FTADX | 50.28 | -0.48 | -0.95% |
| Fidelity Advisor International Discv M | |||
| EGLNX | 11.10 | -0.16 | -1.42% |
| Eagle Energy Infrastructure N | |||
| FSMBX | 16.60 | -0.35 | -2.06% |
| Tributary Small/Mid Cap Instl Plus | |||
| BRMKX | 15.11 | -0.34 | -2.20% |
| iShares Russell Mid-Cap Index K | |||