GSPKX
Price
$18.23
Change
-$0.04 (-0.22%)
Updated
Sep 5 closing price
Net Assets
3.63B
JEPCX
Price
$14.12
Change
-$0.01 (-0.07%)
Updated
Sep 5 closing price
Net Assets
6.39B
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GSPKX vs JEPCX

Header iconGSPKX vs JEPCX Comparison
Open Charts GSPKX vs JEPCXBanner chart's image
Goldman Sachs US Eq Div and Prem Instl
Price$18.23
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.63B
JPMorgan Equity Premium Income C
Price$14.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.39B
GSPKX vs JEPCX Comparison Chart in %
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GSPKX vs. JEPCX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. GSPKX (3.63B). JEPCX pays higher dividends than GSPKX: JEPCX (7.53) vs GSPKX (1.14). 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). GSPKX annual gain was more profitable for investors over the last year : 9.71 vs. JEPCX (5.47). JEPCX return over 5 years is better than : 57.13 vs. GSPKX (41.30).
GSPKXJEPCXGSPKX / JEPCX
Total Expense Ratio0.691.3551%
Annual Report Gross Expense Ratio0.751.3556%
Fund Existence20 years7 years-
Gain YTD7.9243.610220%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B6.39B57%
Annual Yield % from dividends1.147.5315%
Returns for 1 year9.715.47178%
Returns for 3 years36.7931.02119%
Returns for 5 years41.3057.1372%
Returns for 10 years83.96N/A-
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