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JBFRX vs MWTIX
JBFRX vs MWTIX Comparison
Open Charts JBFRX vs MWTIX
JHancock Bond R4
Price$13.57
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets26.37B
TCW MetWest Total Return Bd I
Price$9.09
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets32.6B
JBFRX vs MWTIX Comparison Chart in %
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JBFRX vs. MWTIX commentary
Jun 28, 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: 32.6B vs. JBFRX (26.4B). MWTIX (4.42) and JBFRX (4.36) 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 (5.77) and JBFRX (5.59) have marching annual gain over last year. JBFRX return over 5 years is better than : -1.76 vs. MWTIX (-8.44).
| 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 | 3.340 | 3.722 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 32.6B | 81% |
| Annual Yield % from dividends | 4.36 | 4.42 | 99% |
| Returns for 1 year | 5.59 | 5.77 | 97% |
| Returns for 3 years | 10.62 | 8.36 | 127% |
| Returns for 5 years | -1.76 | -8.44 | 21% |
| Returns for 10 years | 21.88 | 9.58 | 228% |
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