Interact to see
Advertisement
Advertisement
JBFRX vs MWTRX
JBFRX vs MWTRX Comparison
Open Charts JBFRX vs MWTRX
JBFRX vs MWTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBFRX vs. MWTRX 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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 28.9B vs. JBFRX (26.6B). 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 : 6.11 vs. MWTRX (5.36). JBFRX return over 5 years is better than : 0.99 vs. MWTRX (-1.90).
| 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 | 0.388 | 0.137 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 28.9B | 92% |
| Annual Yield % from dividends | 4.46 | 3.81 | 117% |
| Returns for 1 year | 6.11 | 5.36 | 114% |
| Returns for 3 years | 14.72 | 12.25 | 120% |
| Returns for 5 years | 0.99 | -1.90 | -52% |
| Returns for 10 years | 22.93 | 8.72 | 263% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTCZ | 5.58 | 0.28 | +5.28% |
| T-Rex 2X Inverse Bitcoin Daily Target ETF | |||
| CHPY | 86.07 | 0.97 | +1.14% |
| YieldMax Semiconductor Port Opt Inc ETF | |||
| BSMU | 21.90 | -0.03 | -0.15% |
| Invesco BulletShares 2030 Muncpl Bd ETF | |||
| DFAW | 83.12 | -0.58 | -0.70% |
| Dimensional World Equity ETF | |||
| PSIL | 20.63 | -0.55 | -2.57% |
| AdvisorShares Psychedelics ETF | |||