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JEPCX vs PMARX
JEPCX vs PMARX Comparison Chart in %
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JEPCX vs. PMARX commentary
Dec 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 JEPCX is a Hold and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. PMARX (150M). PMARX pays higher dividends than JEPCX: PMARX (11.67) vs JEPCX (7.26). JEPCX was incepted earlier than PMARX: JEPCX (7 years) vs PMARX (16 years). PMARX (1.40) and JEPCX (1.34) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 178.00 vs. PMARX (114.00). JEPCX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 14.78 vs. JEPCX (5.30). JEPCX return over 5 years is better than : 51.52 vs. PMARX (26.86).
| JEPCX | PMARX | JEPCX / PMARX | |
| Total Expense Ratio | 1.34 | 1.20 | 112% |
| Annual Report Gross Expense Ratio | 1.34 | 1.40 | 96% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 6.511 | 17.222 | 38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 150M | 4,082% |
| Annual Yield % from dividends | 7.26 | 11.67 | 62% |
| Returns for 1 year | 5.30 | 14.78 | 36% |
| Returns for 3 years | 30.00 | 39.40 | 76% |
| Returns for 5 years | 51.52 | 26.86 | 192% |
| Returns for 10 years | N/A | 50.00 | - |
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