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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
Jun 07, 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 Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. JFAIX (477M). RWMFX pays higher dividends than JFAIX: RWMFX (1.40) vs JFAIX (0.41). 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 : 6.63 vs. JFAIX (-0.05). RWMFX (24.71) and JFAIX (23.96) have equivalent 5 years return.
| 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 | -0.110 | 4.496 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 214B | 0% |
| Annual Yield % from dividends | 0.41 | 1.40 | 29% |
| Returns for 1 year | -0.05 | 6.63 | -1% |
| Returns for 3 years | 34.75 | 32.04 | 108% |
| Returns for 5 years | 23.96 | 24.71 | 97% |
| Returns for 10 years | 155.77 | 81.79 | 190% |
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