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JEPRX vs PMARX
JEPRX vs PMARX Comparison Chart
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JEPRX vs. PMARX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.32B vs. PMARX (115M). PMARX pays higher dividends than JEPRX: PMARX (12.58) vs JEPRX (8.30). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (15 years). PMARX (1.40) 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 : 6.32 vs. PMARX (4.48). JEPRX return over 5 years is better than : 73.90 vs. PMARX (38.18).
| JEPRX | PMARX | JEPRX / PMARX | |
| Total Expense Ratio | 0.35 | 1.20 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.40 | 25% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -0.068 | 3.968 | -2% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 115M | 5,497% |
| Annual Yield % from dividends | 8.30 | 12.58 | 66% |
| Returns for 1 year | 6.32 | 4.48 | 141% |
| Returns for 3 years | 31.70 | 18.89 | 168% |
| Returns for 5 years | 73.90 | 38.18 | 194% |
| Returns for 10 years | N/A | 11.70 | - |
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