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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
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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 27.9B vs. JBFRX (26.2B). JBFRX pays higher dividends than MWTRX: JBFRX (4.57) vs MWTRX (3.80). JBFRX was incepted earlier than MWTRX: JBFRX (11 years) vs MWTRX (29 years). JBFRX (0.71) and MWTRX (0.69) have similar cost to investors . 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 : 2.95 vs. MWTRX (2.29). JBFRX return over 5 years is better than : -1.45 vs. MWTRX (-3.92).
| JBFRX | MWTRX | JBFRX / MWTRX | |
| Total Expense Ratio | 0.60 | 0.68 | 88% |
| Annual Report Gross Expense Ratio | 0.71 | 0.69 | 103% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | -0.435 | -0.676 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 27.9B | 94% |
| Annual Yield % from dividends | 4.57 | 3.80 | 120% |
| Returns for 1 year | 2.95 | 2.29 | 128% |
| Returns for 3 years | 16.54 | 14.73 | 112% |
| Returns for 5 years | -1.45 | -3.92 | 37% |
| Returns for 10 years | 18.92 | 6.15 | 308% |
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