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JEPSX vs PMARX
JEPSX vs PMARX Comparison
Open Charts JEPSX vs PMARX
JEPSX vs PMARX Comparison Chart in %
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JEPSX vs. PMARX commentary
Aug 03, 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 Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.02B vs. PMARX (166M). PMARX pays higher dividends than JEPSX: PMARX (10.35) vs JEPSX (8.07). 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 : 14.91 vs. JEPSX (10.16). JEPSX return over 5 years is better than : 42.63 vs. PMARX (23.71).
| 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 | 4.489 | 8.390 | 54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 166M | 3,023% |
| Annual Yield % from dividends | 8.07 | 10.35 | 78% |
| Returns for 1 year | 10.16 | 14.91 | 68% |
| Returns for 3 years | 30.06 | 41.68 | 72% |
| Returns for 5 years | 42.63 | 23.71 | 180% |
| Returns for 10 years | N/A | 55.20 | - |
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