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GSPKX vs JEPIX
GSPKX vs JEPIX Comparison Chart
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GSPKX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. GSPKX (3.46B). JEPIX pays higher dividends than GSPKX: JEPIX (8.28) vs GSPKX (1.22). 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 : 7.59 vs. GSPKX (5.10). JEPIX return over 5 years is better than : 72.05 vs. GSPKX (45.91).
| 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 | 1.153 | 0.528 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 1.22 | 8.28 | 15% |
| Returns for 1 year | 5.10 | 7.59 | 67% |
| Returns for 3 years | 33.80 | 35.64 | 95% |
| Returns for 5 years | 45.91 | 72.05 | 64% |
| Returns for 10 years | 63.04 | N/A | - |
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