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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
Jun 04, 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: 28.9B vs. JBFRX (26.6B). 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 : 6.11 vs. MWTIX (5.62). JBFRX return over 5 years is better than : 0.99 vs. MWTIX (-0.82).
| 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 | 0.388 | 0.239 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 28.9B | 92% |
| Annual Yield % from dividends | 4.46 | 4.05 | 110% |
| Returns for 1 year | 6.11 | 5.62 | 109% |
| Returns for 3 years | 14.72 | 13.00 | 113% |
| Returns for 5 years | 0.99 | -0.82 | -121% |
| Returns for 10 years | 22.93 | 11.27 | 203% |
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