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JEPAX vs PMYRX
JEPAX vs PMYRX Comparison Chart
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JEPAX vs. PMYRX commentary
Apr 11, 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 PMYRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.7B vs. PMYRX (101M). PMYRX pays higher dividends than JEPAX: PMYRX (12.36) vs JEPAX (7.30). JEPAX was incepted earlier than PMYRX: JEPAX (7 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (114.00). JEPAX has a lower initial minimum investment than PMYRX: JEPAX (1000) vs PMYRX (5000000). JEPAX annual gain was more profitable for investors over the last year : -4.16 vs. PMYRX (-10.49). JEPAX return over 5 years is better than : 56.14 vs. PMYRX (22.39).
| JEPAX | PMYRX | JEPAX / PMYRX | |
| Total Expense Ratio | 0.85 | 0.92 | 92% |
| Annual Report Gross Expense Ratio | 0.85 | 1.14 | 75% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -9.776 | -12.208 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 101M | 5,640% |
| Annual Yield % from dividends | 7.30 | 12.36 | 59% |
| Returns for 1 year | -4.16 | -10.49 | 40% |
| Returns for 3 years | 6.36 | -7.42 | -86% |
| Returns for 5 years | 56.14 | 22.39 | 251% |
| Returns for 10 years | N/A | -2.04 | - |
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