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GSPKX vs JEPCX
GSPKX vs JEPCX Comparison Chart
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GSPKX vs. JEPCX commentary
Jun 16, 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 Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.3B vs. GSPKX (3.46B). JEPCX pays higher dividends than GSPKX: JEPCX (7.50) vs GSPKX (1.22). GSPKX was incepted earlier than JEPCX: GSPKX (20 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GSPKX (0.75). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). JEPCX has a lower initial minimum investment than GSPKX: JEPCX (1000) vs GSPKX (1000000). JEPCX annual gain was more profitable for investors over the last year : 6.78 vs. GSPKX (5.10). JEPCX return over 5 years is better than : 65.73 vs. GSPKX (45.91).
| GSPKX | JEPCX | GSPKX / JEPCX | |
| Total Expense Ratio | 0.69 | 1.35 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.153 | 0.283 | 408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 1.22 | 7.50 | 16% |
| Returns for 1 year | 5.10 | 6.78 | 75% |
| Returns for 3 years | 33.80 | 32.71 | 103% |
| Returns for 5 years | 45.91 | 65.73 | 70% |
| Returns for 10 years | 63.04 | N/A | - |
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