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GSPQX vs JEPIX
GSPQX vs JEPIX Comparison Chart
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GSPQX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. GSPQX (3.46B). JEPIX pays higher dividends than GSPQX: JEPIX (8.28) vs GSPQX (0.17). GSPQX was incepted earlier than JEPIX: GSPQX (20 years) vs JEPIX (7 years). GSPQX (1.86) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX has a lower initial minimum investment than JEPIX: GSPQX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.59 vs. GSPQX (3.95). JEPIX return over 5 years is better than : 72.05 vs. GSPQX (39.43).
| GSPQX | JEPIX | GSPQX / JEPIX | |
| Total Expense Ratio | 1.76 | 0.60 | 293% |
| Annual Report Gross Expense Ratio | 1.86 | 0.60 | 310% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.668 | 0.528 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 0.17 | 8.28 | 2% |
| Returns for 1 year | 3.95 | 7.59 | 52% |
| Returns for 3 years | 29.47 | 35.64 | 83% |
| Returns for 5 years | 39.43 | 72.05 | 55% |
| Returns for 10 years | 48.86 | N/A | - |
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