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JBFRX vs MWTIX
JBFRX vs MWTIX Comparison
Open Charts JBFRX vs MWTIX
JHancock Bond R4
Price$13.31
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets25.91B
TCW MetWest Total Return Bd I
Price$8.95
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets33.52B
JBFRX vs MWTIX Comparison Chart
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JBFRX vs. MWTIX commentary
Apr 25, 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 JBFRX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 33.5B vs. JBFRX (25.9B). MWTIX (4.36) and JBFRX (4.29) have matching dividends . JBFRX was incepted earlier than MWTIX: JBFRX (10 years) vs MWTIX (25 years). JBFRX (0.72) is less costly to investors than MWTIX (0.45). MWTIX is a more actively managed with annual turnover of: 450.00 vs. JBFRX (133.00). JBFRX has a lower initial minimum investment than MWTIX: JBFRX (0) vs MWTIX (3000000). MWTIX annual gain was more profitable for investors over the last year : 6.40 vs. JBFRX (5.60). JBFRX return over 5 years is better than : -1.39 vs. MWTIX (-8.77).
| JBFRX | MWTIX | JBFRX / MWTIX | |
| Total Expense Ratio | 0.61 | 0.45 | 136% |
| Annual Report Gross Expense Ratio | 0.72 | 0.45 | 160% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.629 | 1.497 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 33.5B | 77% |
| Annual Yield % from dividends | 4.29 | 4.36 | 98% |
| Returns for 1 year | 5.60 | 6.40 | 87% |
| Returns for 3 years | 3.74 | 3.16 | 119% |
| Returns for 5 years | -1.39 | -8.77 | 16% |
| Returns for 10 years | 16.62 | 5.43 | 306% |
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