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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
Sep 15, 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: 27.4B vs. JBFRX (25.8B). JBFRX pays higher dividends than MWTRX: JBFRX (4.58) vs MWTRX (3.57). 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 : -0.33 vs. MWTRX (-1.59). JBFRX return over 5 years is better than : -2.94 vs. MWTRX (-5.86).
| 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 | -1.478 | -2.341 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8B | 27.4B | 94% |
| Annual Yield % from dividends | 4.58 | 3.57 | 128% |
| Returns for 1 year | -0.33 | -1.59 | 21% |
| Returns for 3 years | 14.48 | 12.00 | 121% |
| Returns for 5 years | -2.94 | -5.86 | 50% |
| Returns for 10 years | 18.30 | 4.90 | 374% |
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