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JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart
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JEPRX vs. PMARX commentary
Jun 16, 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: 6.3B vs. PMARX (121M). PMARX pays higher dividends than JEPRX: PMARX (12.05) 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 (8.05) and JEPRX (7.86) have marching annual gain over last year. JEPRX return over 5 years is better than : 74.37 vs. PMARX (34.46).
| 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 | 0.703 | 5.708 | 12% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 121M | 5,208% |
| Annual Yield % from dividends | 8.54 | 12.05 | 71% |
| Returns for 1 year | 7.86 | 8.05 | 98% |
| Returns for 3 years | 36.67 | 27.08 | 135% |
| Returns for 5 years | 74.37 | 34.46 | 216% |
| Returns for 10 years | N/A | 17.77 | - |
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