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GSPAX vs JEPRX
GSPAX vs JEPRX Comparison Chart in %
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GSPAX vs. JEPRX commentary
Sep 08, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. GSPAX (3.63B). JEPRX pays higher dividends than GSPAX: JEPRX (8.55) vs GSPAX (0.86). 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 : 9.34 vs. JEPRX (6.54). JEPRX return over 5 years is better than : 65.20 vs. GSPAX (39.28).
| 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 | 7.676 | 4.309 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.39B | 57% |
| Annual Yield % from dividends | 0.86 | 8.55 | 10% |
| Returns for 1 year | 9.34 | 6.54 | 143% |
| Returns for 3 years | 35.52 | 35.03 | 101% |
| Returns for 5 years | 39.28 | 65.20 | 60% |
| Returns for 10 years | 78.88 | N/A | - |
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