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GSPQX vs JEPIX
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.
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).
| 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 | 4.480 | 3.147 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 6.43B | 56% |
| Annual Yield % from dividends | 0.15 | 8.28 | 2% |
| Returns for 1 year | 6.09 | 9.75 | 62% |
| Returns for 3 years | 31.11 | 32.56 | 96% |
| Returns for 5 years | 41.31 | 71.19 | 58% |
| Returns for 10 years | 56.05 | N/A | - |
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