GSPKX
Price
$18.39
Change
-$0.28 (-1.50%)
Updated
Feb 3 closing price
Net Assets
3.76B
JEPAX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.09B
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GSPKX vs JEPAX

Header iconGSPKX vs JEPAX Comparison
Open Charts GSPKX vs JEPAXBanner chart's image
Goldman Sachs US Eq Div and Prem Instl
Price$18.39
Change-$0.28 (-1.50%)
VolumeN/A
Net Assets3.76B
JPMorgan Equity Premium Income A
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.09B
GSPKX vs JEPAX Comparison Chart in %
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GSPKX vs. JEPAX 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 GSPKX is a Buy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.09B vs. GSPKX (3.76B). JEPAX pays higher dividends than GSPKX: JEPAX (7.75) vs GSPKX (1.08). GSPKX was incepted earlier than JEPAX: GSPKX (20 years) vs JEPAX (7 years). JEPAX (0.84) is less costly to investors than GSPKX (0.75). JEPAX is a more actively managed with annual turnover of: 178.00 vs. GSPKX (23.00). JEPAX has a lower initial minimum investment than GSPKX: JEPAX (1000) vs GSPKX (1000000). GSPKX annual gain was more profitable for investors over the last year : 7.82 vs. JEPAX (7.13). JEPAX return over 5 years is better than : 54.76 vs. GSPKX (35.08).
GSPKXJEPAXGSPKX / JEPAX
Total Expense Ratio0.690.8482%
Annual Report Gross Expense Ratio0.750.8489%
Fund Existence20 years7 years-
Gain YTD1.2672.49651%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B6.09B62%
Annual Yield % from dividends1.087.7514%
Returns for 1 year7.827.13110%
Returns for 3 years36.5432.73112%
Returns for 5 years35.0854.7664%
Returns for 10 years102.27N/A-
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