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JEPCX vs PMARX
JEPCX vs PMARX Comparison
Open Charts JEPCX vs PMARX
JEPCX vs PMARX Comparison Chart in %
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JEPCX vs. PMARX commentary
Aug 03, 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 JEPCX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.02B vs. PMARX (166M). PMARX pays higher dividends than JEPCX: PMARX (10.35) vs JEPCX (7.17). JEPCX was incepted earlier than PMARX: JEPCX (8 years) vs PMARX (16 years). JEPCX (1.34) and PMARX (1.32) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. PMARX (65.00). JEPCX has a lower initial minimum investment than PMARX: JEPCX (1000) vs PMARX (2500). PMARX annual gain was more profitable for investors over the last year : 14.91 vs. JEPCX (9.17). JEPCX return over 5 years is better than : 36.34 vs. PMARX (23.71).
| JEPCX | PMARX | JEPCX / PMARX | |
| Total Expense Ratio | 1.34 | 1.20 | 112% |
| Annual Report Gross Expense Ratio | 1.34 | 1.32 | 102% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 4.014 | 8.390 | 48% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 166M | 3,023% |
| Annual Yield % from dividends | 7.17 | 10.35 | 69% |
| Returns for 1 year | 9.17 | 14.91 | 61% |
| Returns for 3 years | 26.60 | 41.68 | 64% |
| Returns for 5 years | 36.34 | 23.71 | 153% |
| Returns for 10 years | N/A | 55.20 | - |
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