GSPKX
Price
$17.74
Change
+$0.09 (+0.51%)
Updated
Jul 3 closing price
Net Assets
3.59B
JEPRX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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GSPKX vs JEPRX

Header iconGSPKX vs JEPRX Comparison
Open Charts GSPKX vs JEPRXBanner 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 R6
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
GSPKX vs JEPRX Comparison Chart in %
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GSPKX vs. JEPRX 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. GSPKX (3.59B). JEPRX pays higher dividends than GSPKX: JEPRX (8.54) vs GSPKX (1.18). GSPKX was incepted earlier than JEPRX: GSPKX (20 years) vs JEPRX (7 years). GSPKX (0.75) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPKX (23.00). GSPKX has a lower initial minimum investment than JEPRX: GSPKX (1000000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 10.11 vs. GSPKX (7.21). JEPRX return over 5 years is better than : 73.50 vs. GSPKX (48.17).
GSPKXJEPRXGSPKX / JEPRX
Total Expense Ratio0.690.35197%
Annual Report Gross Expense Ratio0.750.35214%
Fund Existence20 years7 years-
Gain YTD5.0233.348150%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.43B56%
Annual Yield % from dividends1.188.5414%
Returns for 1 year7.2110.1171%
Returns for 3 years35.4433.57106%
Returns for 5 years48.1773.5066%
Returns for 10 years71.39N/A-
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