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GSPQX vs JEPAX
GSPQX vs JEPAX Comparison Chart
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GSPQX vs. JEPAX 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 GSPQX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. GSPQX (3.46B). JEPAX pays higher dividends than GSPQX: JEPAX (8.02) vs GSPQX (0.17). GSPQX was incepted earlier than JEPAX: GSPQX (20 years) vs JEPAX (7 years). GSPQX (1.86) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 7.32 vs. GSPQX (3.95). JEPAX return over 5 years is better than : 69.94 vs. GSPQX (39.43).
| GSPQX | JEPAX | GSPQX / JEPAX | |
| Total Expense Ratio | 1.76 | 0.85 | 207% |
| Annual Report Gross Expense Ratio | 1.86 | 0.85 | 219% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.668 | 0.492 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 0.17 | 8.02 | 2% |
| Returns for 1 year | 3.95 | 7.32 | 54% |
| Returns for 3 years | 29.47 | 34.73 | 85% |
| Returns for 5 years | 39.43 | 69.94 | 56% |
| Returns for 10 years | 48.86 | N/A | - |
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