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JFTUX vs MWFAX
JFTUX vs MWFAX Comparison
Open Charts JFTUX vs MWFAX
JPMorgan Investor Growth R6
Price$29.76
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets6.46B
NYLI Equity ETF Allocation
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets129.75M
JFTUX vs MWFAX Comparison Chart in %
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JFTUX vs. MWFAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.46B vs. MWFAX (130M). JFTUX pays higher dividends than MWFAX: JFTUX (2.38) vs MWFAX (0.99). JFTUX was incepted earlier than MWFAX: JFTUX (8 years) vs MWFAX (5 years). MWFAX (0.82) is less costly to investors than JFTUX (0.49). MWFAX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (3.00). MWFAX has a lower initial minimum investment than JFTUX: MWFAX (2500) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 11.62 vs. MWFAX (10.88). MWFAX return over 5 years is better than : 65.90 vs. JFTUX (46.06).
| JFTUX | MWFAX | JFTUX / MWFAX | |
| Total Expense Ratio | 0.49 | 0.82 | 60% |
| Annual Report Gross Expense Ratio | 0.49 | 0.82 | 60% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 14.474 | 14.628 | 99% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 130M | 4,967% |
| Annual Yield % from dividends | 2.38 | 0.99 | 242% |
| Returns for 1 year | 11.62 | 10.88 | 107% |
| Returns for 3 years | 50.38 | 62.52 | 81% |
| Returns for 5 years | 46.06 | 65.90 | 70% |
| Returns for 10 years | N/A | N/A | - |
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