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JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart
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JEPRX vs. PMARX commentary
Apr 12, 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 JEPRX is a Buy and PMARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.92B vs. PMARX (104M). PMARX pays higher dividends than JEPRX: PMARX (12.05) vs JEPRX (7.81). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (15 years). PMARX (1.39) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPRX: PMARX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 1.43 vs. PMARX (-6.33). JEPRX return over 5 years is better than : 67.14 vs. PMARX (24.84).
| JEPRX | PMARX | JEPRX / PMARX | |
| Total Expense Ratio | 0.35 | 1.22 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.39 | 25% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -5.683 | -9.202 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 104M | 5,696% |
| Annual Yield % from dividends | 7.81 | 12.05 | 65% |
| Returns for 1 year | 1.43 | -6.33 | -23% |
| Returns for 3 years | 13.99 | -4.15 | -337% |
| Returns for 5 years | 67.14 | 24.84 | 270% |
| Returns for 10 years | N/A | -1.39 | - |
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