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JFTUX vs MSTSX
JFTUX vs MSTSX Comparison
Open Charts JFTUX vs MSTSX
JPMorgan Investor Growth R6
Price$28.55
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets6.19B
Morningstar Global Opportunistic Equity
Price$11.77
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets329.11M
JFTUX vs MSTSX Comparison Chart in %
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JFTUX vs. MSTSX commentary
Aug 10, 2025
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 JFTUX is a Hold and MSTSX is a Buy.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.19B vs. MSTSX (329M). JFTUX pays higher dividends than MSTSX: JFTUX (2.51) vs MSTSX (1.97). JFTUX was incepted earlier than MSTSX: JFTUX (8 years) vs MSTSX (7 years). MSTSX (0.82) is less costly to investors than JFTUX (0.49). MSTSX is a more actively managed with annual turnover of: 60.00 vs. JFTUX (5.00). MSTSX has a lower initial minimum investment than JFTUX: MSTSX (0) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 15.74 vs. MSTSX (9.67). JFTUX return over 5 years is better than : 45.50 vs. MSTSX (25.44).
| JFTUX | MSTSX | JFTUX / MSTSX | |
| Total Expense Ratio | 0.49 | 0.82 | 60% |
| Annual Report Gross Expense Ratio | 0.49 | 0.82 | 60% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 9.832 | 12.739 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 329M | 1,880% |
| Annual Yield % from dividends | 2.51 | 1.97 | 127% |
| Returns for 1 year | 15.74 | 9.67 | 163% |
| Returns for 3 years | 32.14 | 31.12 | 103% |
| Returns for 5 years | 45.50 | 25.44 | 179% |
| Returns for 10 years | N/A | N/A | - |
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