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GSPAX vs JEPSX
GSPAX vs JEPSX Comparison Chart in %
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GSPAX vs. JEPSX commentary
Aug 18, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. GSPAX (3.62B). JEPSX pays higher dividends than GSPAX: JEPSX (8.61) vs GSPAX (0.87). GSPAX was incepted earlier than JEPSX: GSPAX (20 years) vs JEPSX (7 years). GSPAX (1.11) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. GSPAX (23.00). JEPSX has a lower initial minimum investment than GSPAX: JEPSX (0) vs GSPAX (1000). GSPAX annual gain was more profitable for investors over the last year : 8.34 vs. JEPSX (6.98). JEPSX return over 5 years is better than : 62.83 vs. GSPAX (40.40).
| GSPAX | JEPSX | GSPAX / JEPSX | |
| Total Expense Ratio | 1.01 | 0.45 | 224% |
| Annual Report Gross Expense Ratio | 1.11 | 0.54 | 206% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 7.205 | 3.226 | 223% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 6.39B | 57% |
| Annual Yield % from dividends | 0.87 | 8.61 | 10% |
| Returns for 1 year | 8.34 | 6.98 | 119% |
| Returns for 3 years | 23.76 | 27.37 | 87% |
| Returns for 5 years | 40.40 | 62.83 | 64% |
| Returns for 10 years | 68.54 | N/A | - |
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