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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
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 JEPCX is a Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.07B vs. PMARX (167M). PMARX pays higher dividends than JEPCX: PMARX (10.30) vs JEPCX (7.28). 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 : 13.70 vs. JEPCX (7.39). JEPCX return over 5 years is better than : 36.33 vs. PMARX (21.69).
| 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 | 2.684 | 6.993 | 38% |
| Front Load | N/A | 5% | - |
| 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 | 7.28 | 10.30 | 71% |
| Returns for 1 year | 7.39 | 13.70 | 54% |
| Returns for 3 years | 26.50 | 40.69 | 65% |
| Returns for 5 years | 36.33 | 21.69 | 168% |
| Returns for 10 years | N/A | 54.08 | - |
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