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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
Aug 25, 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: 27.9B vs. JBFRX (26.2B). JBFRX pays higher dividends than MWTIX: JBFRX (4.57) vs MWTIX (4.06). JBFRX was incepted earlier than MWTIX: JBFRX (11 years) vs MWTIX (26 years). JBFRX (0.71) is less costly to investors than MWTIX (0.45). 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 : 2.95 vs. MWTIX (2.55). JBFRX return over 5 years is better than : -1.45 vs. MWTIX (-2.86).
| JBFRX | MWTIX | JBFRX / MWTIX | |
| Total Expense Ratio | 0.60 | 0.43 | 140% |
| Annual Report Gross Expense Ratio | 0.71 | 0.45 | 158% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -0.435 | -0.536 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 27.9B | 94% |
| Annual Yield % from dividends | 4.57 | 4.06 | 113% |
| Returns for 1 year | 2.95 | 2.55 | 116% |
| Returns for 3 years | 16.54 | 15.49 | 107% |
| Returns for 5 years | -1.45 | -2.86 | 51% |
| Returns for 10 years | 18.92 | 8.63 | 219% |
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