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GCPAX vs JEPAX
GCPAX vs JEPAX Comparison Chart
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GCPAX vs. JEPAX commentary
Jun 16, 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 GCPAX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. GCPAX (260M). JEPAX pays higher dividends than GCPAX: JEPAX (8.02) vs GCPAX (0.46). GCPAX was incepted earlier than JEPAX: GCPAX (11 years) vs JEPAX (7 years). GCPAX (1.07) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GCPAX (19.00). GCPAX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). JEPAX has a lower initial minimum investment than GCPAX: JEPAX (1000) vs GCPAX (2500). JEPAX annual gain was more profitable for investors over the last year : 7.32 vs. GCPAX (6.57). JEPAX (69.94) and GCPAX (68.21) have equivalent 5 years return.
| GCPAX | JEPAX | GCPAX / JEPAX | |
| Total Expense Ratio | 0.93 | 0.85 | 109% |
| Annual Report Gross Expense Ratio | 1.07 | 0.85 | 126% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -0.508 | 0.492 | -103% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 6.3B | 4% |
| Annual Yield % from dividends | 0.46 | 8.02 | 6% |
| Returns for 1 year | 6.57 | 7.32 | 90% |
| Returns for 3 years | 41.80 | 34.73 | 120% |
| Returns for 5 years | 68.21 | 69.94 | 98% |
| Returns for 10 years | 97.06 | N/A | - |
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