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GSPKX vs JEPRX
GSPKX vs JEPRX Comparison Chart
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GSPKX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.3B vs. GSPKX (3.46B). JEPRX pays higher dividends than GSPKX: JEPRX (8.54) vs GSPKX (1.22). 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 : 7.86 vs. GSPKX (5.10). JEPRX return over 5 years is better than : 74.37 vs. GSPKX (45.91).
| GSPKX | JEPRX | GSPKX / JEPRX | |
| Total Expense Ratio | 0.69 | 0.35 | 197% |
| Annual Report Gross Expense Ratio | 0.75 | 0.35 | 214% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.153 | 0.703 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 1.22 | 8.54 | 14% |
| Returns for 1 year | 5.10 | 7.86 | 65% |
| Returns for 3 years | 33.80 | 36.67 | 92% |
| Returns for 5 years | 45.91 | 74.37 | 62% |
| Returns for 10 years | 63.04 | N/A | - |
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