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JEPCX vs PMARX
JEPCX vs PMARX Comparison Chart in %
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JEPCX vs. PMARX commentary
Nov 25, 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 JEPCX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.05B vs. PMARX (143M). PMARX pays higher dividends than JEPCX: PMARX (11.48) vs JEPCX (7.44). JEPCX was incepted earlier than PMARX: JEPCX (7 years) vs PMARX (16 years). PMARX (1.40) and JEPCX (1.35) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). JEPCX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 5.94 vs. JEPCX (1.64). JEPCX return over 5 years is better than : 50.60 vs. PMARX (23.17).
| JEPCX | PMARX | JEPCX / PMARX | |
| Total Expense Ratio | 1.35 | 1.20 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.40 | 96% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 4.508 | 11.947 | 38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.05B | 143M | 4,228% |
| Annual Yield % from dividends | 7.44 | 11.48 | 65% |
| Returns for 1 year | 1.64 | 5.94 | 28% |
| Returns for 3 years | 26.01 | 29.57 | 88% |
| Returns for 5 years | 50.60 | 23.17 | 218% |
| Returns for 10 years | N/A | 40.82 | - |
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