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GSPAX vs JEPRX
GSPAX vs JEPRX Comparison Chart in %
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GSPAX vs. JEPRX commentary
Dec 04, 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 StrongBuy and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.17B vs. GSPAX (3.74B). JEPRX pays higher dividends than GSPAX: JEPRX (8.25) vs GSPAX (0.82). GSPAX was incepted earlier than JEPRX: GSPAX (20 years) vs JEPRX (7 years). GSPAX (1.11) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). GSPAX has a lower initial minimum investment than JEPRX: GSPAX (1000) vs JEPRX (15000000). GSPAX annual gain was more profitable for investors over the last year : 5.37 vs. JEPRX (2.52). JEPRX return over 5 years is better than : 59.21 vs. GSPAX (35.96).
| GSPAX | JEPRX | GSPAX / JEPRX | |
| Total Expense Ratio | 1.01 | 0.35 | 289% |
| Annual Report Gross Expense Ratio | 1.11 | 0.35 | 317% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 12.647 | 6.588 | 192% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 6.17B | 61% |
| Annual Yield % from dividends | 0.82 | 8.25 | 10% |
| Returns for 1 year | 5.37 | 2.52 | 213% |
| Returns for 3 years | 36.23 | 29.26 | 124% |
| Returns for 5 years | 35.96 | 59.21 | 61% |
| Returns for 10 years | 77.96 | N/A | - |
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