Interact to see
Advertisement
Advertisement
JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPRX vs. PMARX commentary
Jul 29, 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 Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. PMARX (134M). PMARX pays higher dividends than JEPRX: PMARX (11.60) vs JEPRX (8.54). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 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 : 11.83 vs. JEPRX (8.86). JEPRX return over 5 years is better than : 66.76 vs. PMARX (33.44).
| JEPRX | PMARX | JEPRX / PMARX | |
| Total Expense Ratio | 0.35 | 1.20 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.40 | 25% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 3.202 | 11.799 | 27% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 134M | 4,813% |
| Annual Yield % from dividends | 8.54 | 11.60 | 74% |
| Returns for 1 year | 8.86 | 11.83 | 75% |
| Returns for 3 years | 29.10 | 28.50 | 102% |
| Returns for 5 years | 66.76 | 33.44 | 200% |
| Returns for 10 years | N/A | 27.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADOZX | 23.15 | 0.15 | +0.65% |
| Alger Dynamic Opportunities Z | |||
| JATAX | 70.12 | 0.39 | +0.56% |
| Janus Henderson Glb Tech and Innovt A | |||
| SNWRX | 65.82 | 0.33 | +0.50% |
| Easterly Snow Small Cap Value R6 | |||
| AGYGX | 13.03 | -0.06 | -0.46% |
| American Century Focused Global Gr Y | |||
| TSORX | 15.21 | -0.27 | -1.74% |
| Nuveen International Res Eq A | |||