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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart in %
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GSPKX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. GSPKX (3.63B). JEPIX pays higher dividends than GSPKX: JEPIX (8.29) vs GSPKX (1.14). GSPKX was incepted earlier than JEPIX: GSPKX (20 years) vs JEPIX (7 years). GSPKX (0.75) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). GSPKX (1000000) and JEPIX (1000000) have matching initial minimum investment requirements. GSPKX annual gain was more profitable for investors over the last year : 9.71 vs. JEPIX (6.27). JEPIX return over 5 years is better than : 63.25 vs. GSPKX (41.30).
| GSPKX | JEPIX | GSPKX / JEPIX | |
| Total Expense Ratio | 0.69 | 0.60 | 115% |
| Annual Report Gross Expense Ratio | 0.75 | 0.60 | 125% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 7.924 | 4.135 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.39B | 57% |
| Annual Yield % from dividends | 1.14 | 8.29 | 14% |
| Returns for 1 year | 9.71 | 6.27 | 155% |
| Returns for 3 years | 36.79 | 34.11 | 108% |
| Returns for 5 years | 41.30 | 63.25 | 65% |
| Returns for 10 years | 83.96 | N/A | - |
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