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GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart in %
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GSPAX vs. JEPAX commentary
Jul 27, 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 GSPAX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. GSPAX (3.63B). JEPAX pays higher dividends than GSPAX: JEPAX (8.03) vs GSPAX (0.89). GSPAX was incepted earlier than JEPAX: GSPAX (20 years) vs JEPAX (7 years). GSPAX (1.11) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX (6%) and JEPAX (5%) have equivalent initial investment costs. GSPAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX (9.94) and GSPAX (9.78) have marching annual gain over last year. JEPAX return over 5 years is better than : 64.44 vs. GSPAX (44.55).
| GSPAX | JEPAX | GSPAX / JEPAX | |
| Total Expense Ratio | 1.01 | 0.85 | 119% |
| Annual Report Gross Expense Ratio | 1.11 | 0.85 | 131% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 6.322 | 3.234 | 195% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.45B | 56% |
| Annual Yield % from dividends | 0.89 | 8.03 | 11% |
| Returns for 1 year | 9.78 | 9.94 | 98% |
| Returns for 3 years | 33.62 | 30.63 | 110% |
| Returns for 5 years | 44.55 | 64.44 | 69% |
| Returns for 10 years | 67.84 | N/A | - |
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