Ad is loading...
JEPIX vs PMARX
JEPIX vs PMARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. PMARX commentary
Dec 24, 2024
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 JEPIX is a StrongBuy and PMARX is a Sell.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. PMARX (121M). JEPIX pays higher dividends than PMARX: JEPIX (7.29) vs PMARX (1.78). JEPIX was incepted earlier than PMARX: JEPIX (6 years) vs PMARX (15 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. PMARX (37.00). PMARX has a lower initial minimum investment than JEPIX: PMARX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 13.64 vs. PMARX (8.99). JEPIX return over 5 years is better than : 52.95 vs. PMARX (15.49).
| JEPIX | PMARX | JEPIX / PMARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 12.325 | 8.274 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 121M | 5,277% |
| Annual Yield % from dividends | 7.29 | 1.78 | 411% |
| Returns for 1 year | 13.64 | 8.99 | 152% |
| Returns for 3 years | 21.89 | 0.04 | 60,216% |
| Returns for 5 years | 52.95 | 15.49 | 342% |
| Returns for 10 years | N/A | 23.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers