GSPAX
Price
$18.47
Change
-$0.27 (-1.44%)
Updated
Feb 3 closing price
Net Assets
3.76B
JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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GSPAX vs JEPSX

Header iconGSPAX vs JEPSX Comparison
Open Charts GSPAX vs JEPSXBanner chart's image
Goldman Sachs US Eq Div and Premium A
Price$18.47
Change-$0.27 (-1.44%)
VolumeN/A
Net Assets3.76B
JPMorgan Equity Premium Income R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
GSPAX vs JEPSX Comparison Chart in %
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GSPAX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. GSPAX (3.76B). JEPSX pays higher dividends than GSPAX: JEPSX (8.13) vs GSPAX (0.79). GSPAX was incepted earlier than JEPSX: GSPAX (20 years) vs JEPSX (7 years). GSPAX (1.11) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. GSPAX (23.00). JEPSX has a lower initial minimum investment than GSPAX: JEPSX (0) vs GSPAX (1000). GSPAX (7.57) and JEPSX (7.45) have marching annual gain over last year. JEPSX return over 5 years is better than : 57.81 vs. GSPAX (33.09).
GSPAXJEPSXGSPAX / JEPSX
Total Expense Ratio1.010.45224%
Annual Report Gross Expense Ratio1.110.47236%
Fund Existence20 years7 years-
Gain YTD1.3172.45954%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B6.03B62%
Annual Yield % from dividends0.798.1310%
Returns for 1 year7.577.45102%
Returns for 3 years35.4534.28103%
Returns for 5 years33.0957.8157%
Returns for 10 years96.36N/A-
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