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JFAIX vs RWMFX
JFAIX vs RWMFX Comparison
Open Charts JFAIX vs RWMFX
JFAIX vs RWMFX Comparison Chart in %
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JFAIX vs. RWMFX commentary
Jul 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 JFAIX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. JFAIX (430M). RWMFX pays higher dividends than JFAIX: RWMFX (1.44) vs JFAIX (0.42). JFAIX was incepted earlier than RWMFX: JFAIX (11 years) vs RWMFX (24 years). JFAIX (0.77) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. JFAIX (8.00). RWMFX has a lower initial minimum investment than JFAIX: RWMFX (250) vs JFAIX (1000000). RWMFX annual gain was more profitable for investors over the last year : 4.53 vs. JFAIX (-6.62). RWMFX return over 5 years is better than : 27.40 vs. JFAIX (19.92).
| JFAIX | RWMFX | JFAIX / RWMFX | |
| Total Expense Ratio | 0.72 | 0.31 | 232% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 0.137 | 3.719 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 219B | 0% |
| Annual Yield % from dividends | 0.42 | 1.44 | 29% |
| Returns for 1 year | -6.62 | 4.53 | -146% |
| Returns for 3 years | 26.83 | 26.86 | 100% |
| Returns for 5 years | 19.92 | 27.40 | 73% |
| Returns for 10 years | 150.20 | 77.11 | 195% |
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