GSPKX
Price
$18.82
Change
-$0.23 (-1.21%)
Updated
Nov 13 closing price
Net Assets
3.76B
JEPAX
Price
$14.13
Change
-$0.11 (-0.77%)
Updated
Nov 13 closing price
Net Assets
6.1B
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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$18.82
Change-$0.23 (-1.21%)
VolumeN/A
Net Assets3.76B
JPMorgan Equity Premium Income A
Price$14.13
Change-$0.11 (-0.77%)
VolumeN/A
Net Assets6.1B
GSPKX vs JEPAX Comparison Chart in %
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GSPKX vs. JEPAX commentary
Nov 14, 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 GSPKX is a Hold and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.1B vs. GSPKX (3.76B). JEPAX pays higher dividends than GSPKX: JEPAX (7.95) vs GSPKX (1.10). GSPKX was incepted earlier than JEPAX: GSPKX (20 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than GSPKX (0.75). JEPAX is a more actively managed with annual turnover of: 176.00 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 : 5.36 vs. JEPAX (2.51). JEPAX return over 5 years is better than : 54.44 vs. GSPKX (39.15).
GSPKXJEPAXGSPKX / JEPAX
Total Expense Ratio0.690.8581%
Annual Report Gross Expense Ratio0.750.8588%
Fund Existence20 years7 years-
Gain YTD11.7665.246224%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B6.1B62%
Annual Yield % from dividends1.107.9514%
Returns for 1 year5.362.51214%
Returns for 3 years39.6531.38126%
Returns for 5 years39.1554.4472%
Returns for 10 years83.75N/A-
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