GSPKX
Price
$17.74
Change
+$0.09 (+0.51%)
Updated
Jul 3 closing price
Net Assets
3.59B
JEPCX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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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$17.74
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets3.59B
JPMorgan Equity Premium Income C
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
GSPKX vs JEPCX Comparison Chart in %
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GSPKX vs. JEPCX commentary
Jul 06, 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: 6.43B vs. GSPKX (3.59B). JEPCX pays higher dividends than GSPKX: JEPCX (7.52) vs GSPKX (1.18). 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 : 9.00 vs. GSPKX (7.21). JEPCX return over 5 years is better than : 65.03 vs. GSPKX (48.17).
GSPKXJEPCXGSPKX / JEPCX
Total Expense Ratio0.691.3551%
Annual Report Gross Expense Ratio0.751.3556%
Fund Existence20 years7 years-
Gain YTD5.0232.831177%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.43B56%
Annual Yield % from dividends1.187.5216%
Returns for 1 year7.219.0080%
Returns for 3 years35.4429.60120%
Returns for 5 years48.1765.0374%
Returns for 10 years71.39N/A-
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