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JEPIX vs PMARX
JEPIX vs PMARX Comparison
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JEPIX vs PMARX Comparison Chart in %
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JEPIX vs. PMARX commentary
Jun 24, 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 JEPIX is a Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.1B vs. PMARX (163M). PMARX pays higher dividends than JEPIX: PMARX (10.10) vs JEPIX (8.12). JEPIX was incepted earlier than PMARX: JEPIX (8 years) vs PMARX (16 years). PMARX (1.32) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMARX (65.00). PMARX has a lower initial minimum investment than JEPIX: PMARX (2500) vs JEPIX (1000000). PMARX annual gain was more profitable for investors over the last year : 16.65 vs. JEPIX (8.22). JEPIX return over 5 years is better than : 41.91 vs. PMARX (17.96).
| JEPIX | PMARX | JEPIX / PMARX | |
| Total Expense Ratio | 0.59 | 1.20 | 49% |
| Annual Report Gross Expense Ratio | 0.59 | 1.32 | 45% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 0.898 | 4.873 | 18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 163M | 3,128% |
| Annual Yield % from dividends | 8.12 | 10.10 | 80% |
| Returns for 1 year | 8.22 | 16.65 | 49% |
| Returns for 3 years | 29.55 | 43.76 | 68% |
| Returns for 5 years | 41.91 | 17.96 | 233% |
| Returns for 10 years | N/A | 58.17 | - |
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