Interact to see
Advertisement
Advertisement
GSPAX vs JEPAX
GSPAX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GSPAX vs. JEPAX commentary
Sep 08, 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: 6.39B vs. GSPAX (3.63B). JEPAX pays higher dividends than GSPAX: JEPAX (8.04) vs GSPAX (0.86). 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. GSPAX annual gain was more profitable for investors over the last year : 9.34 vs. JEPAX (6.00). JEPAX return over 5 years is better than : 61.13 vs. GSPAX (39.28).
| 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 | 7.676 | 3.958 | 194% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.39B | 57% |
| Annual Yield % from dividends | 0.86 | 8.04 | 11% |
| Returns for 1 year | 9.34 | 6.00 | 156% |
| Returns for 3 years | 35.52 | 33.01 | 108% |
| Returns for 5 years | 39.28 | 61.13 | 64% |
| Returns for 10 years | 78.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BSGLX | 39.60 | 0.47 | +1.20% |
| Baillie Gifford Long Term Global Gr I | |||
| FKCSX | 41.53 | 0.44 | +1.07% |
| Federated Hermes Kaufmann Small Cap C | |||
| IYSYX | 19.32 | 0.13 | +0.68% |
| Macquarie Smid Cap Core Fund Class Y | |||
| AGCWX | 20.04 | 0.10 | +0.50% |
| American Century Global Small Cap R | |||
| PREIX | 170.77 | -0.52 | -0.30% |
| T. Rowe Price Equity Index 500 | |||