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JEPIX vs PMYRX
JEPIX vs PMYRX Comparison Chart in %
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JEPIX vs. PMYRX commentary
Feb 04, 2026
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 PMYRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. PMYRX (154M). PMYRX pays higher dividends than JEPIX: PMYRX (9.75) vs JEPIX (7.99). JEPIX was incepted earlier than PMYRX: JEPIX (7 years) vs PMYRX (16 years). PMYRX (1.14) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. PMYRX (65.00). JEPIX has a lower initial minimum investment than PMYRX: JEPIX (1000000) vs PMYRX (5000000). PMYRX annual gain was more profitable for investors over the last year : 19.00 vs. JEPIX (7.31). JEPIX return over 5 years is better than : 56.67 vs. PMYRX (25.48).
| JEPIX | PMYRX | JEPIX / PMYRX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 1.14 | 52% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.446 | 2.808 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 154M | 3,918% |
| Annual Yield % from dividends | 7.99 | 9.75 | 82% |
| Returns for 1 year | 7.31 | 19.00 | 38% |
| Returns for 3 years | 33.71 | 37.44 | 90% |
| Returns for 5 years | 56.67 | 25.48 | 222% |
| Returns for 10 years | N/A | 70.39 | - |
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