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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 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: 28.2B vs. JBFRX (26.1B). JBFRX pays higher dividends than MWTRX: JBFRX (4.19) vs MWTRX (3.54). 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 : 1.95 vs. MWTRX (1.24). JBFRX return over 5 years is better than : -2.44 vs. MWTRX (-4.81).
| 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 | -0.960 | -1.160 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 28.2B | 93% |
| Annual Yield % from dividends | 4.19 | 3.54 | 118% |
| Returns for 1 year | 1.95 | 1.24 | 158% |
| Returns for 3 years | 13.83 | 11.88 | 116% |
| Returns for 5 years | -2.44 | -4.81 | 51% |
| Returns for 10 years | 18.95 | 6.02 | 315% |
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