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GSPQX vs JEPIX
GSPQX vs JEPIX Comparison Chart in %
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GSPQX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. GSPQX (3.63B). 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 : 10.22 vs. GSPQX (8.89). JEPIX return over 5 years is better than : 66.60 vs. GSPQX (39.74).
| 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 | 5.835 | 3.366 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 6.45B | 56% |
| Annual Yield % from dividends | 0.15 | 8.28 | 2% |
| Returns for 1 year | 8.89 | 10.22 | 87% |
| Returns for 3 years | 30.43 | 31.62 | 96% |
| Returns for 5 years | 39.74 | 66.60 | 60% |
| Returns for 10 years | 57.15 | N/A | - |
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