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JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart
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JEPAX vs. PMARX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.32B vs. PMARX (115M). PMARX pays higher dividends than JEPAX: PMARX (12.58) vs JEPAX (7.78). 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. JEPAX annual gain was more profitable for investors over the last year : 5.79 vs. PMARX (4.48). JEPAX return over 5 years is better than : 69.62 vs. PMARX (38.18).
| 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 | -0.234 | 3.968 | -6% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 115M | 5,497% |
| Annual Yield % from dividends | 7.78 | 12.58 | 62% |
| Returns for 1 year | 5.79 | 4.48 | 129% |
| Returns for 3 years | 29.73 | 18.89 | 157% |
| Returns for 5 years | 69.62 | 38.18 | 182% |
| Returns for 10 years | N/A | 11.70 | - |
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