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JEPCX vs PMARX
JEPCX vs PMARX Comparison Chart in %
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JEPCX vs. PMARX commentary
Oct 18, 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 Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. PMARX (145M). PMARX pays higher dividends than JEPCX: PMARX (11.23) vs JEPCX (7.47). JEPCX was incepted earlier than PMARX: JEPCX (7 years) vs PMARX (15 years). PMARX (1.40) and JEPCX (1.35) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 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 : 9.06 vs. JEPCX (2.37). JEPCX return over 5 years is better than : 54.09 vs. PMARX (34.94).
| JEPCX | PMARX | JEPCX / PMARX | |
| Total Expense Ratio | 1.35 | 1.20 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.40 | 96% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 4.190 | 14.073 | 30% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 145M | 4,253% |
| Annual Yield % from dividends | 7.47 | 11.23 | 67% |
| Returns for 1 year | 2.37 | 9.06 | 26% |
| Returns for 3 years | 36.26 | 39.99 | 91% |
| Returns for 5 years | 54.09 | 34.94 | 155% |
| Returns for 10 years | N/A | 35.32 | - |
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