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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart in %
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GSPKX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. GSPKX (3.59B). JEPIX pays higher dividends than GSPKX: JEPIX (8.28) vs GSPKX (1.18). 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. JEPIX annual gain was more profitable for investors over the last year : 9.75 vs. GSPKX (7.21). JEPIX return over 5 years is better than : 71.19 vs. GSPKX (48.17).
| 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 | 5.023 | 3.147 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 6.43B | 56% |
| Annual Yield % from dividends | 1.18 | 8.28 | 14% |
| Returns for 1 year | 7.21 | 9.75 | 74% |
| Returns for 3 years | 35.44 | 32.56 | 109% |
| Returns for 5 years | 48.17 | 71.19 | 68% |
| Returns for 10 years | 71.39 | N/A | - |
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