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JBFRX vs MWTRX
JBFRX vs MWTRX Comparison
Open Charts JBFRX vs MWTRX
JBFRX vs MWTRX Comparison Chart in %
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JBFRX vs. MWTRX commentary
Jun 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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 28.5B vs. JBFRX (26.5B). JBFRX pays higher dividends than MWTRX: JBFRX (4.46) vs MWTRX (3.81). JBFRX was incepted earlier than MWTRX: JBFRX (11 years) vs MWTRX (29 years). JBFRX (0.71) is less costly to investors than MWTRX (0.65). MWTRX is a more actively managed with annual turnover of: 418.00 vs. JBFRX (100.00). JBFRX has a lower initial minimum investment than MWTRX: JBFRX (0) vs MWTRX (5000). JBFRX annual gain was more profitable for investors over the last year : 4.62 vs. MWTRX (4.31). JBFRX return over 5 years is better than : 0.59 vs. MWTRX (-1.57).
| JBFRX | MWTRX | JBFRX / MWTRX | |
| Total Expense Ratio | 0.60 | 0.65 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.65 | 109% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 0.239 | 0.468 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 28.5B | 93% |
| Annual Yield % from dividends | 4.46 | 3.81 | 117% |
| Returns for 1 year | 4.62 | 4.31 | 107% |
| Returns for 3 years | 14.46 | 12.62 | 115% |
| Returns for 5 years | 0.59 | -1.57 | -38% |
| Returns for 10 years | 22.59 | 8.68 | 260% |
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