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JEPAX vs PMYRX
JEPAX vs PMYRX Comparison Chart in %
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JEPAX vs. PMYRX commentary
Jul 27, 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 PMYRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. PMYRX (134M). PMYRX pays higher dividends than JEPAX: PMYRX (11.88) vs JEPAX (8.03). JEPAX was incepted earlier than PMYRX: JEPAX (7 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (114.00). JEPAX has a lower initial minimum investment than PMYRX: JEPAX (1000) vs PMYRX (5000000). PMYRX annual gain was more profitable for investors over the last year : 12.78 vs. JEPAX (9.94). JEPAX return over 5 years is better than : 64.44 vs. PMYRX (37.55).
| JEPAX | PMYRX | JEPAX / PMYRX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.14 | 75% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 3.234 | 12.112 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 134M | 4,813% |
| Annual Yield % from dividends | 8.03 | 11.88 | 68% |
| Returns for 1 year | 9.94 | 12.78 | 78% |
| Returns for 3 years | 30.63 | 33.61 | 91% |
| Returns for 5 years | 64.44 | 37.55 | 172% |
| Returns for 10 years | N/A | 32.74 | - |
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