GSPQX
Price
$17.97
Change
+$0.05 (+0.28%)
Updated
Jul 25 closing price
Net Assets
3.63B
JEPAX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
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GSPQX vs JEPAX

Header iconGSPQX vs JEPAX Comparison
Open Charts GSPQX vs JEPAXBanner chart's image
Goldman Sachs US Eq Div and Premium C
Price$17.97
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets3.63B
JPMorgan Equity Premium Income A
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
GSPQX vs JEPAX Comparison Chart in %
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GSPQX vs. JEPAX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. GSPQX (3.63B). JEPAX pays higher dividends than GSPQX: JEPAX (8.03) vs GSPQX (0.15). 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 : 9.94 vs. GSPQX (8.89). JEPAX return over 5 years is better than : 64.44 vs. GSPQX (39.74).
GSPQXJEPAXGSPQX / JEPAX
Total Expense Ratio1.760.85207%
Annual Report Gross Expense Ratio1.860.85219%
Fund Existence20 years7 years-
Gain YTD5.8353.234180%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B6.45B56%
Annual Yield % from dividends0.158.032%
Returns for 1 year8.899.9489%
Returns for 3 years30.4330.6399%
Returns for 5 years39.7464.4462%
Returns for 10 years57.15N/A-
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