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JBFRX vs MWTRX
JBFRX vs MWTRX Comparison
Open Charts JBFRX vs MWTRX
JHancock Bond R4
Price$13.53
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets26.39B
TCW MetWest Total Return Bd M
Price$9.04
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets32.53B
JBFRX vs MWTRX Comparison Chart in %
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JBFRX vs. MWTRX commentary
Jul 07, 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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.5B vs. JBFRX (26.4B). JBFRX (4.31) and MWTRX (4.13) have matching dividends . JBFRX was incepted earlier than MWTRX: JBFRX (10 years) vs MWTRX (28 years). JBFRX (0.72) is less costly to investors than MWTRX (0.66). MWTRX is a more actively managed with annual turnover of: 450.00 vs. JBFRX (133.00). JBFRX has a lower initial minimum investment than MWTRX: JBFRX (0) vs MWTRX (5000). JBFRX (5.68) and MWTRX (5.53) have marching annual gain over last year. JBFRX return over 5 years is better than : -1.89 vs. MWTRX (-9.67).
| JBFRX | MWTRX | JBFRX / MWTRX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.72 | 0.66 | 109% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 3.710 | 3.746 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 32.5B | 81% |
| Annual Yield % from dividends | 4.31 | 4.13 | 104% |
| Returns for 1 year | 5.68 | 5.53 | 103% |
| Returns for 3 years | 9.62 | 5.87 | 164% |
| Returns for 5 years | -1.89 | -9.67 | 20% |
| Returns for 10 years | 21.86 | 6.94 | 315% |
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