Interact to see
Advertisement
Advertisement
JEPAX vs PMARX
JEPAX vs PMARX Comparison
Open Charts JEPAX vs PMARX
JEPAX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. PMARX commentary
Jul 14, 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 JEPAX is a Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.07B vs. PMARX (167M). PMARX pays higher dividends than JEPAX: PMARX (10.30) vs JEPAX (7.78). JEPAX was incepted earlier than PMARX: JEPAX (8 years) vs PMARX (16 years). PMARX (1.32) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMARX (65.00). JEPAX initial investment is less costly to investors than PMARX (5%) vs PMARX (5%). JEPAX has a lower initial minimum investment than PMARX: JEPAX (1000) vs PMARX (2500). PMARX annual gain was more profitable for investors over the last year : 13.70 vs. JEPAX (7.93). JEPAX return over 5 years is better than : 39.81 vs. PMARX (21.69).
| JEPAX | PMARX | JEPAX / PMARX | |
| Total Expense Ratio | 0.84 | 1.20 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.32 | 64% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 2.942 | 6.993 | 42% |
| Front Load | 5% | 5% | 117% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 167M | 3,033% |
| Annual Yield % from dividends | 7.78 | 10.30 | 76% |
| Returns for 1 year | 7.93 | 13.70 | 58% |
| Returns for 3 years | 28.42 | 40.69 | 70% |
| Returns for 5 years | 39.81 | 21.69 | 184% |
| Returns for 10 years | N/A | 54.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers