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GSPQX vs JEPCX
GSPQX vs JEPCX Comparison Chart
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GSPQX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.3B vs. GSPQX (3.46B). JEPCX pays higher dividends than GSPQX: JEPCX (7.50) vs GSPQX (0.17). GSPQX was incepted earlier than JEPCX: GSPQX (20 years) vs JEPCX (7 years). GSPQX (1.86) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 6.78 vs. GSPQX (3.95). JEPCX return over 5 years is better than : 65.73 vs. GSPQX (39.43).
| GSPQX | JEPCX | GSPQX / JEPCX | |
| Total Expense Ratio | 1.76 | 1.35 | 130% |
| Annual Report Gross Expense Ratio | 1.86 | 1.35 | 138% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.668 | 0.283 | 236% |
| Front Load | N/A | N/A | - |
| 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 | 7.50 | 2% |
| Returns for 1 year | 3.95 | 6.78 | 58% |
| Returns for 3 years | 29.47 | 32.71 | 90% |
| Returns for 5 years | 39.43 | 65.73 | 60% |
| Returns for 10 years | 48.86 | N/A | - |
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