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GSPAX vs JEPCX
GSPAX vs JEPCX Comparison Chart in %
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GSPAX vs. JEPCX commentary
Oct 19, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. GSPAX (3.68B). JEPCX pays higher dividends than GSPAX: JEPCX (7.47) vs GSPAX (0.84). GSPAX was incepted earlier than JEPCX: GSPAX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPAX (1.11). JEPCX is a more actively managed with annual turnover of: 176.00 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 : 5.78 vs. JEPCX (2.37). JEPCX return over 5 years is better than : 54.09 vs. GSPAX (39.18).
| GSPAX | JEPCX | GSPAX / JEPCX | |
| Total Expense Ratio | 1.01 | 1.35 | 75% |
| Annual Report Gross Expense Ratio | 1.11 | 1.35 | 82% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 9.933 | 4.190 | 237% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 6.17B | 60% |
| Annual Yield % from dividends | 0.84 | 7.47 | 11% |
| Returns for 1 year | 5.78 | 2.37 | 244% |
| Returns for 3 years | 44.84 | 36.26 | 124% |
| Returns for 5 years | 39.18 | 54.09 | 72% |
| Returns for 10 years | 77.80 | N/A | - |
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