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JEPSX vs PMARX
JEPSX vs PMARX Comparison Chart in %
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JEPSX vs. PMARX commentary
Feb 05, 2026
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 JEPSX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. PMARX (154M). PMARX pays higher dividends than JEPSX: PMARX (9.46) vs JEPSX (8.13). JEPSX was incepted earlier than PMARX: JEPSX (7 years) vs PMARX (16 years). PMARX (1.40) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. PMARX (65.00). JEPSX has a lower initial minimum investment than PMARX: JEPSX (0) vs PMARX (1000). PMARX annual gain was more profitable for investors over the last year : 18.63 vs. JEPSX (7.45). JEPSX return over 5 years is better than : 57.81 vs. PMARX (23.56).
| JEPSX | PMARX | JEPSX / PMARX | |
| Total Expense Ratio | 0.45 | 1.20 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.40 | 34% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.459 | 2.794 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 154M | 3,918% |
| Annual Yield % from dividends | 8.13 | 9.46 | 86% |
| Returns for 1 year | 7.45 | 18.63 | 40% |
| Returns for 3 years | 34.28 | 36.11 | 95% |
| Returns for 5 years | 57.81 | 23.56 | 245% |
| Returns for 10 years | N/A | 65.40 | - |
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