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JBFRX vs MWTIX
JBFRX vs MWTIX Comparison
Open Charts JBFRX vs MWTIX
JBFRX vs MWTIX Comparison Chart in %
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JBFRX vs. MWTIX commentary
Jul 14, 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 JBFRX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.6B vs. JBFRX (26.5B). JBFRX pays higher dividends than MWTIX: JBFRX (4.47) vs MWTIX (3.99). JBFRX was incepted earlier than MWTIX: JBFRX (11 years) vs MWTIX (26 years). JBFRX (0.71) is less costly to investors than MWTIX (0.44). MWTIX is a more actively managed with annual turnover of: 405.00 vs. JBFRX (100.00). JBFRX has a lower initial minimum investment than MWTIX: JBFRX (0) vs MWTIX (3000000). JBFRX annual gain was more profitable for investors over the last year : 4.55 vs. MWTIX (4.15). JBFRX return over 5 years is better than : -0.58 vs. MWTIX (-2.12).
| JBFRX | MWTIX | JBFRX / MWTIX | |
| Total Expense Ratio | 0.60 | 0.44 | 136% |
| Annual Report Gross Expense Ratio | 0.71 | 0.44 | 161% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.083 | -0.155 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 28.6B | 93% |
| Annual Yield % from dividends | 4.47 | 3.99 | 112% |
| Returns for 1 year | 4.55 | 4.15 | 110% |
| Returns for 3 years | 14.06 | 12.65 | 111% |
| Returns for 5 years | -0.58 | -2.12 | 27% |
| Returns for 10 years | 20.69 | 9.65 | 215% |
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