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JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart in %
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JEPAX vs. PMARX commentary
Dec 05, 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 JEPAX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.17B vs. PMARX (149M). PMARX pays higher dividends than JEPAX: PMARX (11.67) vs JEPAX (7.76). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (16 years). PMARX (1.40) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). 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 : 8.97 vs. JEPAX (2.47). JEPAX return over 5 years is better than : 55.67 vs. PMARX (25.59).
| JEPAX | PMARX | JEPAX / PMARX | |
| Total Expense Ratio | 0.85 | 1.20 | 71% |
| Annual Report Gross Expense Ratio | 0.85 | 1.40 | 61% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 6.587 | 15.692 | 42% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 149M | 4,139% |
| Annual Yield % from dividends | 7.76 | 11.67 | 66% |
| Returns for 1 year | 2.47 | 8.97 | 28% |
| Returns for 3 years | 28.01 | 33.11 | 85% |
| Returns for 5 years | 55.67 | 25.59 | 217% |
| Returns for 10 years | N/A | 45.41 | - |
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