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JFTUX vs MWFIX
JFTUX vs MWFIX Comparison
Open Charts JFTUX vs MWFIX
JPMorgan Investor Growth R6
Price$28.37
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets6.12B
NYLI Equity ETF Allocation
Price$16.68
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets119.42M
JFTUX vs MWFIX Comparison Chart in %
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JFTUX vs. MWFIX commentary
Jul 23, 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 MWFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.12B vs. MWFIX (119M). JFTUX pays higher dividends than MWFIX: JFTUX (2.53) vs MWFIX (1.22). JFTUX was incepted earlier than MWFIX: JFTUX (8 years) vs MWFIX (5 years). MWFIX (0.65) is less costly to investors than JFTUX (0.49). MWFIX is a more actively managed with annual turnover of: 49.00 vs. JFTUX (5.00). MWFIX has a lower initial minimum investment than JFTUX: MWFIX (1000000) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 11.85 vs. MWFIX (11.04). MWFIX return over 5 years is better than : 67.49 vs. JFTUX (46.88).
| JFTUX | MWFIX | JFTUX / MWFIX | |
| Total Expense Ratio | 0.49 | 0.65 | 75% |
| Annual Report Gross Expense Ratio | 0.49 | 0.65 | 75% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 8.908 | 8.268 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 119M | 5,146% |
| Annual Yield % from dividends | 2.53 | 1.22 | 207% |
| Returns for 1 year | 11.85 | 11.04 | 107% |
| Returns for 3 years | 35.32 | 45.53 | 78% |
| Returns for 5 years | 46.88 | 67.49 | 69% |
| Returns for 10 years | N/A | N/A | - |
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