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GSPQX vs JEPRX
GSPQX vs JEPRX Comparison Chart
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GSPQX vs. JEPRX commentary
Apr 04, 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 Hold and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.41B vs. GSPQX (3.41B). JEPRX pays higher dividends than GSPQX: JEPRX (7.81) vs GSPQX (0.18). GSPQX was incepted earlier than JEPRX: GSPQX (20 years) vs JEPRX (7 years). GSPQX (1.87) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 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 : 7.62 vs. GSPQX (4.04). JEPRX return over 5 years is better than : 94.05 vs. GSPQX (62.45).
| GSPQX | JEPRX | GSPQX / JEPRX | |
| Total Expense Ratio | 1.75 | 0.35 | 500% |
| Annual Report Gross Expense Ratio | 1.87 | 0.35 | 534% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -3.158 | 0.856 | -369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 6.41B | 53% |
| Annual Yield % from dividends | 0.18 | 7.81 | 2% |
| Returns for 1 year | 4.04 | 7.62 | 53% |
| Returns for 3 years | 4.00 | 22.13 | 18% |
| Returns for 5 years | 62.45 | 94.05 | 66% |
| Returns for 10 years | 44.88 | N/A | - |
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