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JEPIX vs PMYRX
JEPIX vs PMYRX Comparison Chart
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JEPIX vs. PMYRX commentary
Apr 11, 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 PMYRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.7B vs. PMYRX (101M). PMYRX pays higher dividends than JEPIX: PMYRX (12.36) vs JEPIX (7.56). JEPIX was incepted earlier than PMYRX: JEPIX (7 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (114.00). JEPIX has a lower initial minimum investment than PMYRX: JEPIX (1000000) vs PMYRX (5000000). JEPIX annual gain was more profitable for investors over the last year : -3.98 vs. PMYRX (-10.49). JEPIX return over 5 years is better than : 58.08 vs. PMYRX (22.39).
| JEPIX | PMYRX | JEPIX / PMYRX | |
| Total Expense Ratio | 0.60 | 0.92 | 65% |
| Annual Report Gross Expense Ratio | 0.60 | 1.14 | 53% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -9.782 | -12.208 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 101M | 5,640% |
| Annual Yield % from dividends | 7.56 | 12.36 | 61% |
| Returns for 1 year | -3.98 | -10.49 | 38% |
| Returns for 3 years | 7.10 | -7.42 | -96% |
| Returns for 5 years | 58.08 | 22.39 | 259% |
| Returns for 10 years | N/A | -2.04 | - |
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