Interact to see
Advertisement
Advertisement
JEPIX vs PMARX
JEPIX vs PMARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. PMARX commentary
May 22, 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 JEPIX is a Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.32B vs. PMARX (115M). PMARX pays higher dividends than JEPIX: PMARX (12.58) vs JEPIX (8.04). JEPIX was incepted earlier than PMARX: JEPIX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). 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 : 5.98 vs. PMARX (4.48). JEPIX return over 5 years is better than : 71.72 vs. PMARX (38.18).
| JEPIX | PMARX | JEPIX / PMARX | |
| Total Expense Ratio | 0.60 | 1.20 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -0.220 | 3.968 | -6% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 115M | 5,497% |
| Annual Yield % from dividends | 8.04 | 12.58 | 64% |
| Returns for 1 year | 5.98 | 4.48 | 133% |
| Returns for 3 years | 30.71 | 18.89 | 163% |
| Returns for 5 years | 71.72 | 38.18 | 188% |
| Returns for 10 years | N/A | 11.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers