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GSPQX vs JEPRX
GSPQX vs JEPRX Comparison Chart
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GSPQX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.3B vs. GSPQX (3.46B). JEPRX pays higher dividends than GSPQX: JEPRX (8.54) vs GSPQX (0.17). GSPQX was incepted earlier than JEPRX: GSPQX (20 years) vs JEPRX (7 years). GSPQX (1.86) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. GSPQX (23.00). GSPQX has a lower initial minimum investment than JEPRX: GSPQX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 7.86 vs. GSPQX (3.95). JEPRX return over 5 years is better than : 74.37 vs. GSPQX (39.43).
| GSPQX | JEPRX | GSPQX / JEPRX | |
| Total Expense Ratio | 1.76 | 0.35 | 503% |
| Annual Report Gross Expense Ratio | 1.86 | 0.35 | 531% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 0.668 | 0.703 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 6.3B | 55% |
| Annual Yield % from dividends | 0.17 | 8.54 | 2% |
| Returns for 1 year | 3.95 | 7.86 | 50% |
| Returns for 3 years | 29.47 | 36.67 | 80% |
| Returns for 5 years | 39.43 | 74.37 | 53% |
| Returns for 10 years | 48.86 | N/A | - |
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