GSPAX
Price
$18.21
Change
-$0.04 (-0.22%)
Updated
Aug 15 closing price
Net Assets
3.62B
JEPAX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
6.39B
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GSPAX vs JEPAX

Header iconGSPAX vs JEPAX Comparison
Open Charts GSPAX vs JEPAXBanner chart's image
Goldman Sachs US Eq Div and Premium A
Price$18.21
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.62B
JPMorgan Equity Premium Income A
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
GSPAX vs JEPAX Comparison Chart in %
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GSPAX vs. JEPAX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.39B vs. GSPAX (3.62B). JEPAX pays higher dividends than GSPAX: JEPAX (8.20) vs GSPAX (0.87). 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 : 8.34 vs. JEPAX (6.56). JEPAX return over 5 years is better than : 59.64 vs. GSPAX (40.40).
GSPAXJEPAXGSPAX / JEPAX
Total Expense Ratio1.010.85119%
Annual Report Gross Expense Ratio1.110.85131%
Fund Existence20 years7 years-
Gain YTD7.2053.062235%
Front Load6%5%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B6.39B57%
Annual Yield % from dividends0.878.2011%
Returns for 1 year8.346.56127%
Returns for 3 years23.7625.8692%
Returns for 5 years40.4059.6468%
Returns for 10 years68.54N/A-
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