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JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart in %
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JEPAX vs. PMARX commentary
Feb 05, 2026
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 JEPAX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.09B vs. PMARX (154M). PMARX pays higher dividends than JEPAX: PMARX (9.46) vs JEPAX (7.75). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (16 years). PMARX (1.40) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. PMARX (65.00). JEPAX initial investment is less costly to investors than PMARX (5%) vs PMARX (5%). JEPAX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 18.63 vs. JEPAX (7.13). JEPAX return over 5 years is better than : 54.76 vs. PMARX (23.56).
| JEPAX | PMARX | JEPAX / PMARX | |
| Total Expense Ratio | 0.84 | 1.20 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.40 | 60% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.496 | 2.794 | 89% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 154M | 3,955% |
| Annual Yield % from dividends | 7.75 | 9.46 | 82% |
| Returns for 1 year | 7.13 | 18.63 | 38% |
| Returns for 3 years | 32.73 | 36.11 | 91% |
| Returns for 5 years | 54.76 | 23.56 | 232% |
| Returns for 10 years | N/A | 65.40 | - |
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