Interact to see
Advertisement
Advertisement
JEPSX vs PMARX
JEPSX vs PMARX Comparison
Open Charts JEPSX vs PMARX
JEPSX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPSX 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 JEPSX is a Hold and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.1B vs. PMARX (163M). PMARX pays higher dividends than JEPSX: PMARX (10.10) vs JEPSX (8.27). JEPSX was incepted earlier than PMARX: JEPSX (8 years) vs PMARX (16 years). PMARX (1.32) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 176.00 vs. PMARX (65.00). JEPSX has a lower initial minimum investment than PMARX: JEPSX (0) vs PMARX (2500). PMARX annual gain was more profitable for investors over the last year : 17.25 vs. JEPSX (9.16). JEPSX return over 5 years is better than : 43.72 vs. PMARX (18.55).
| JEPSX | PMARX | JEPSX / PMARX | |
| Total Expense Ratio | 0.45 | 1.20 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 1.031 | 4.893 | 21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 163M | 3,128% |
| Annual Yield % from dividends | 8.27 | 10.10 | 82% |
| Returns for 1 year | 9.16 | 17.25 | 53% |
| Returns for 3 years | 30.21 | 43.79 | 69% |
| Returns for 5 years | 43.72 | 18.55 | 236% |
| Returns for 10 years | N/A | 58.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement