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JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart in %
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JEPAX vs. PMARX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. PMARX (130M). PMARX pays higher dividends than JEPAX: PMARX (11.60) vs JEPAX (8.03). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (15 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 : 12.11 vs. JEPAX (9.55). JEPAX return over 5 years is better than : 69.10 vs. PMARX (38.59).
| 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 | 15 years | - |
| Gain YTD | 3.089 | 11.013 | 28% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 130M | 4,948% |
| Annual Yield % from dividends | 8.03 | 11.60 | 69% |
| Returns for 1 year | 9.55 | 12.11 | 79% |
| Returns for 3 years | 31.57 | 31.98 | 99% |
| Returns for 5 years | 69.10 | 38.59 | 179% |
| Returns for 10 years | N/A | 27.37 | - |
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