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JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart in %
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JEPRX vs. PMARX commentary
Nov 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.15B vs. PMARX (147M). PMARX pays higher dividends than JEPRX: PMARX (11.48) vs JEPRX (8.46). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (16 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 : 9.56 vs. JEPRX (3.03). JEPRX return over 5 years is better than : 58.34 vs. PMARX (30.35).
| 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 | 16 years | - |
| Gain YTD | 5.690 | 14.611 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 147M | 4,184% |
| Annual Yield % from dividends | 8.46 | 11.48 | 74% |
| Returns for 1 year | 3.03 | 9.56 | 32% |
| Returns for 3 years | 33.28 | 35.10 | 95% |
| Returns for 5 years | 58.34 | 30.35 | 192% |
| Returns for 10 years | N/A | 38.93 | - |
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