GSPQX
Price
$17.74
Change
+$0.09 (+0.51%)
Updated
Jul 3 closing price
Net Assets
3.59B
JEPIX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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GSPQX vs JEPIX

Header iconGSPQX vs JEPIX Comparison
Open Charts GSPQX vs JEPIXBanner chart's image
Goldman Sachs US Eq Div and Premium C
Price$17.74
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets3.59B
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
GSPQX vs JEPIX Comparison Chart in %
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GSPQX vs. JEPIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. GSPQX (3.59B). JEPIX pays higher dividends than GSPQX: JEPIX (8.28) vs GSPQX (0.15). 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 : 9.75 vs. GSPQX (6.09). JEPIX return over 5 years is better than : 71.19 vs. GSPQX (41.31).
GSPQXJEPIXGSPQX / JEPIX
Total Expense Ratio1.760.60293%
Annual Report Gross Expense Ratio1.860.60310%
Fund Existence20 years7 years-
Gain YTD4.4803.147142%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B6.43B56%
Annual Yield % from dividends0.158.282%
Returns for 1 year6.099.7562%
Returns for 3 years31.1132.5696%
Returns for 5 years41.3171.1958%
Returns for 10 years56.05N/A-
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