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JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart
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JEPAX vs. PMARX commentary
Apr 12, 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: 5.92B vs. PMARX (104M). PMARX pays higher dividends than JEPAX: PMARX (12.05) vs JEPAX (7.30). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (15 years). PMARX (1.39) 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 : 0.92 vs. PMARX (-6.33). JEPAX return over 5 years is better than : 63.02 vs. PMARX (24.84).
| JEPAX | PMARX | JEPAX / PMARX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.39 | 61% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -5.801 | -9.202 | 63% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 104M | 5,696% |
| Annual Yield % from dividends | 7.30 | 12.05 | 61% |
| Returns for 1 year | 0.92 | -6.33 | -14% |
| Returns for 3 years | 12.35 | -4.15 | -297% |
| Returns for 5 years | 63.02 | 24.84 | 254% |
| Returns for 10 years | N/A | -1.39 | - |
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