Ad is loading...
JFTUX vs MSTSX
JFTUX vs MSTSX Comparison
Open Charts JFTUX vs MSTSX
JPMorgan Investor Growth R6
Price$26.15
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets5.62B
Morningstar Global Opportunistic Equity
Price$10.87
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets300.7M
JFTUX vs MSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFTUX vs. MSTSX commentary
May 09, 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: 5.62B vs. MSTSX (301M). JFTUX pays higher dividends than MSTSX: JFTUX (2.73) vs MSTSX (2.12). 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 : 6.77 vs. MSTSX (1.74). JFTUX return over 5 years is better than : 52.41 vs. MSTSX (27.24).
| 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 | 0.054 | 3.448 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.62B | 301M | 1,866% |
| Annual Yield % from dividends | 2.73 | 2.12 | 129% |
| Returns for 1 year | 6.77 | 1.74 | 389% |
| Returns for 3 years | 23.48 | 23.46 | 100% |
| Returns for 5 years | 52.41 | 27.24 | 192% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...