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GSPQX vs JEPCX
GSPQX vs JEPCX Comparison Chart in %
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GSPQX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.45B vs. GSPQX (3.63B). JEPCX pays higher dividends than GSPQX: JEPCX (7.52) vs GSPQX (0.15). 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 : 9.39 vs. GSPQX (8.89). JEPCX return over 5 years is better than : 60.36 vs. GSPQX (39.74).
| 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 | 5.835 | 2.976 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.45B | 56% |
| Annual Yield % from dividends | 0.15 | 7.52 | 2% |
| Returns for 1 year | 8.89 | 9.39 | 95% |
| Returns for 3 years | 30.43 | 28.67 | 106% |
| Returns for 5 years | 39.74 | 60.36 | 66% |
| Returns for 10 years | 57.15 | N/A | - |
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