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GSPAX vs JEPIX
GSPAX vs JEPIX Comparison Chart in %
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GSPAX vs. JEPIX commentary
Feb 04, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. GSPAX (3.76B). JEPIX pays higher dividends than GSPAX: JEPIX (7.99) vs GSPAX (0.79). GSPAX was incepted earlier than JEPIX: GSPAX (20 years) vs JEPIX (7 years). GSPAX (1.11) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. GSPAX (23.00). GSPAX has a lower initial minimum investment than JEPIX: GSPAX (1000) vs JEPIX (1000000). GSPAX (7.57) and JEPIX (7.31) have marching annual gain over last year. JEPIX return over 5 years is better than : 56.67 vs. GSPAX (33.09).
| GSPAX | JEPIX | GSPAX / JEPIX | |
| Total Expense Ratio | 1.01 | 0.59 | 171% |
| Annual Report Gross Expense Ratio | 1.11 | 0.59 | 188% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.317 | 2.446 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 6.03B | 62% |
| Annual Yield % from dividends | 0.79 | 7.99 | 10% |
| Returns for 1 year | 7.57 | 7.31 | 104% |
| Returns for 3 years | 35.45 | 33.71 | 105% |
| Returns for 5 years | 33.09 | 56.67 | 58% |
| Returns for 10 years | 96.36 | N/A | - |
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