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JEPIX vs PMARX
JEPIX vs PMARX Comparison Chart in %
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JEPIX vs. PMARX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. PMARX (149M). PMARX pays higher dividends than JEPIX: PMARX (11.67) vs JEPIX (8.01). JEPIX was incepted earlier than PMARX: JEPIX (7 years) vs PMARX (16 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 : 8.97 vs. JEPIX (3.05). JEPIX return over 5 years is better than : 57.46 vs. PMARX (25.59).
| 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 | 16 years | - |
| Gain YTD | 6.738 | 15.692 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 149M | 4,139% |
| Annual Yield % from dividends | 8.01 | 11.67 | 69% |
| Returns for 1 year | 3.05 | 8.97 | 34% |
| Returns for 3 years | 28.86 | 33.11 | 87% |
| Returns for 5 years | 57.46 | 25.59 | 225% |
| Returns for 10 years | N/A | 45.41 | - |
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