Interact to see
Advertisement
Advertisement
JBFRX vs MWTIX
JBFRX vs MWTIX Comparison
Open Charts JBFRX vs MWTIX
JBFRX vs MWTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBFRX vs. MWTIX commentary
Jun 24, 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: 28.5B vs. JBFRX (26.5B). JBFRX pays higher dividends than MWTIX: JBFRX (4.46) vs MWTIX (4.05). 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: 418.00 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 : 4.93 vs. MWTIX (4.45). JBFRX return over 5 years is better than : 0.40 vs. MWTIX (-1.22).
| 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 | 0.165 | 0.018 | 905% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 28.5B | 93% |
| Annual Yield % from dividends | 4.46 | 4.05 | 110% |
| Returns for 1 year | 4.93 | 4.45 | 111% |
| Returns for 3 years | 14.38 | 12.87 | 112% |
| Returns for 5 years | 0.40 | -1.22 | -33% |
| Returns for 10 years | 22.50 | 10.52 | 214% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CONI | 55.90 | 4.09 | +7.89% |
| GraniteShares 2x Short COIN Daily ETF | |||
| FAUG | 55.97 | -0.33 | -0.59% |
| FT Vest US Equity Buffer ETF Aug | |||
| BDEC | 52.66 | -0.38 | -0.71% |
| Innovator U.S. Equity Buffer ETF™ - Dec | |||
| IONX | 61.21 | -1.32 | -2.11% |
| Defiance Daily Target 2X Long IONQ ETF | |||
| SAMM | 32.58 | -0.95 | -2.83% |
| Strategas Macro Momentum ETF | |||