Interact to see
Advertisement
Advertisement
JFAIX vs RWMFX
JFAIX vs RWMFX Comparison
Open Charts JFAIX vs RWMFX
JFAIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFAIX vs. RWMFX commentary
Jun 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. JFAIX (431M). 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 : 6.23 vs. JFAIX (-5.93). RWMFX return over 5 years is better than : 26.92 vs. JFAIX (19.24).
| 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 | -2.332 | 2.173 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 218B | 0% |
| Annual Yield % from dividends | 0.41 | 1.40 | 29% |
| Returns for 1 year | -5.93 | 6.23 | -95% |
| Returns for 3 years | 29.20 | 30.11 | 97% |
| Returns for 5 years | 19.24 | 26.92 | 71% |
| Returns for 10 years | 166.81 | 84.14 | 198% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement