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JEPIX vs PMARX
JEPIX vs PMARX Comparison
Open Charts JEPIX vs PMARX
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JEPIX vs. PMARX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.52B vs. PMARX (124M). JEPIX pays higher dividends than PMARX: JEPIX (7.29) vs PMARX (1.78). JEPIX was incepted earlier than PMARX: JEPIX (6 years) vs PMARX (14 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). PMARX (17.74) and JEPIX (17.38) have marching annual gain over last year. JEPIX return over 5 years is better than : 57.76 vs. PMARX (22.16).
| JEPIX | PMARX | JEPIX / PMARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 11.999 | 9.461 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 124M | 5,255% |
| Annual Yield % from dividends | 7.29 | 1.78 | 411% |
| Returns for 1 year | 17.38 | 17.74 | 98% |
| Returns for 3 years | 27.27 | 0.55 | 4,931% |
| Returns for 5 years | 57.76 | 22.16 | 261% |
| Returns for 10 years | N/A | 22.66 | - |
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