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JEPIX vs PMYRX
JEPIX vs PMYRX Comparison
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JEPIX vs PMYRX Comparison Chart in %
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JEPIX vs. PMYRX 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 Hold and PMYRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.1B vs. PMYRX (163M). PMYRX pays higher dividends than JEPIX: PMYRX (10.39) vs JEPIX (8.12). JEPIX was incepted earlier than PMYRX: JEPIX (8 years) vs PMYRX (16 years). PMYRX (1.07) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (65.00). JEPIX (1000000) and PMYRX (1000000) have matching initial minimum investment requirements. PMYRX annual gain was more profitable for investors over the last year : 17.55 vs. JEPIX (8.22). JEPIX return over 5 years is better than : 41.91 vs. PMYRX (20.31).
| JEPIX | PMYRX | JEPIX / PMYRX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 1.07 | 55% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 0.898 | 4.936 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 163M | 3,128% |
| Annual Yield % from dividends | 8.12 | 10.39 | 78% |
| Returns for 1 year | 8.22 | 17.55 | 47% |
| Returns for 3 years | 29.55 | 45.04 | 66% |
| Returns for 5 years | 41.91 | 20.31 | 206% |
| Returns for 10 years | N/A | 62.87 | - |
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