Interact to see
Advertisement
Advertisement
JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. PMARX commentary
Jun 13, 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 JEPAX is a Buy and PMARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.33B vs. PMARX (118M). PMARX pays higher dividends than JEPAX: PMARX (12.05) vs JEPAX (8.02). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). JEPAX initial investment is less costly to investors than PMARX (5%) vs PMARX (5%). JEPAX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 8.15 vs. JEPAX (7.40). JEPAX return over 5 years is better than : 70.43 vs. PMARX (35.34).
| JEPAX | PMARX | JEPAX / PMARX | |
| Total Expense Ratio | 0.85 | 1.20 | 71% |
| Annual Report Gross Expense Ratio | 0.85 | 1.40 | 61% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.781 | 6.401 | 12% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 118M | 5,362% |
| Annual Yield % from dividends | 8.02 | 12.05 | 67% |
| Returns for 1 year | 7.40 | 8.15 | 91% |
| Returns for 3 years | 34.01 | 27.35 | 124% |
| Returns for 5 years | 70.43 | 35.34 | 199% |
| Returns for 10 years | N/A | 18.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers