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JFTUX vs MWFAX
JFTUX vs MWFAX Comparison
Open Charts JFTUX vs MWFAX
JPMorgan Investor Growth R6
Price$29.16
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets6.28B
NYLI Equity ETF Allocation
Price$17.29
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets123.71M
JFTUX vs MWFAX Comparison Chart in %
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JFTUX vs. MWFAX commentary
Aug 29, 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 MWFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.28B vs. MWFAX (124M). JFTUX pays higher dividends than MWFAX: JFTUX (2.51) vs MWFAX (1.05). JFTUX was incepted earlier than MWFAX: JFTUX (8 years) vs MWFAX (5 years). MWFAX (0.90) is less costly to investors than JFTUX (0.49). MWFAX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (5.00). MWFAX has a lower initial minimum investment than JFTUX: MWFAX (2500) vs JFTUX (15000000). JFTUX (12.61) and MWFAX (12.40) have marching annual gain over last year. MWFAX return over 5 years is better than : 61.84 vs. JFTUX (42.97).
| JFTUX | MWFAX | JFTUX / MWFAX | |
| Total Expense Ratio | 0.49 | 0.90 | 54% |
| Annual Report Gross Expense Ratio | 0.49 | 0.90 | 54% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 11.794 | 11.521 | 102% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 124M | 5,063% |
| Annual Yield % from dividends | 2.51 | 1.05 | 239% |
| Returns for 1 year | 12.61 | 12.40 | 102% |
| Returns for 3 years | 36.97 | 46.17 | 80% |
| Returns for 5 years | 42.97 | 61.84 | 69% |
| Returns for 10 years | N/A | N/A | - |
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