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JEPRX vs PMYRX
JEPRX vs PMYRX Comparison Chart
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JEPRX vs. PMYRX 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 PMYRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.3B vs. PMYRX (121M). PMYRX pays higher dividends than JEPRX: PMYRX (12.34) vs JEPRX (8.54). JEPRX was incepted earlier than PMYRX: JEPRX (7 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (114.00). PMYRX has a lower initial minimum investment than JEPRX: PMYRX (5000000) vs JEPRX (15000000). PMYRX annual gain was more profitable for investors over the last year : 8.39 vs. JEPRX (7.86). JEPRX return over 5 years is better than : 74.37 vs. PMYRX (36.54).
| JEPRX | PMYRX | JEPRX / PMYRX | |
| Total Expense Ratio | 0.35 | 0.90 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 1.14 | 31% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.703 | 5.838 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 121M | 5,208% |
| Annual Yield % from dividends | 8.54 | 12.34 | 69% |
| Returns for 1 year | 7.86 | 8.39 | 94% |
| Returns for 3 years | 36.67 | 28.32 | 130% |
| Returns for 5 years | 74.37 | 36.54 | 204% |
| Returns for 10 years | N/A | 21.22 | - |
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