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JEPIX vs PMARX
JEPIX vs PMARX Comparison Chart in %
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JEPIX 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 JEPIX is a Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. PMARX (130M). PMARX pays higher dividends than JEPIX: PMARX (11.60) vs JEPIX (8.28). JEPIX was incepted earlier than PMARX: JEPIX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPIX: PMARX (1000) vs JEPIX (1000000). PMARX annual gain was more profitable for investors over the last year : 12.11 vs. JEPIX (9.75). JEPIX return over 5 years is better than : 71.19 vs. PMARX (38.59).
| JEPIX | PMARX | JEPIX / PMARX | |
| Total Expense Ratio | 0.60 | 1.20 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 3.147 | 11.013 | 29% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 130M | 4,948% |
| Annual Yield % from dividends | 8.28 | 11.60 | 71% |
| Returns for 1 year | 9.75 | 12.11 | 81% |
| Returns for 3 years | 32.56 | 31.98 | 102% |
| Returns for 5 years | 71.19 | 38.59 | 185% |
| Returns for 10 years | N/A | 27.37 | - |
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