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JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart in %
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JEPRX 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 JEPRX is a Hold and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. PMARX (150M). PMARX pays higher dividends than JEPRX: PMARX (11.67) vs JEPRX (8.25). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (16 years). PMARX (1.40) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPRX: PMARX (1000) vs JEPRX (15000000). PMARX annual gain was more profitable for investors over the last year : 14.78 vs. JEPRX (6.28). JEPRX return over 5 years is better than : 59.19 vs. PMARX (26.86).
| JEPRX | PMARX | JEPRX / PMARX | |
| Total Expense Ratio | 0.34 | 1.20 | 28% |
| Annual Report Gross Expense Ratio | 0.34 | 1.40 | 24% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 7.411 | 17.222 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 150M | 4,082% |
| Annual Yield % from dividends | 8.25 | 11.67 | 71% |
| Returns for 1 year | 6.28 | 14.78 | 42% |
| Returns for 3 years | 33.88 | 39.40 | 86% |
| Returns for 5 years | 59.19 | 26.86 | 220% |
| Returns for 10 years | N/A | 50.00 | - |
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