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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Jan 15, 2026
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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.15B vs. GSPAX (3.72B). JEPCX pays higher dividends than GSPAX: JEPCX (7.38) vs GSPAX (0.80). GSPAX was incepted earlier than JEPCX: GSPAX (20 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than GSPAX (1.11). JEPCX is a more actively managed with annual turnover of: 178.00 vs. GSPAX (23.00). GSPAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. GSPAX annual gain was more profitable for investors over the last year : 9.19 vs. JEPCX (8.56). JEPCX return over 5 years is better than : 51.69 vs. GSPAX (35.78).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | 1.01 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.11 | 1.34 | 83% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.823 | 1.754 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 6.15B | 60% |
| Annual Yield % from dividends | 0.80 | 7.38 | 11% |
| Returns for 1 year | 9.19 | 8.56 | 107% |
| Returns for 3 years | 39.03 | 29.05 | 134% |
| Returns for 5 years | 35.78 | 51.69 | 69% |
| Returns for 10 years | 96.15 | N/A | - |
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