Interact to see
Advertisement
Advertisement
JFTUX vs MWFIX
JFTUX vs MWFIX Comparison
Open Charts JFTUX vs MWFIX
JPMorgan Investor Growth R6
Price$26.64
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets5.75B
NYLI Equity ETF Allocation
Price$15.54
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.54M
JFTUX vs MWFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFTUX vs. MWFIX commentary
May 24, 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: 5.76B vs. MWFIX (110M). JFTUX pays higher dividends than MWFIX: JFTUX (2.73) vs MWFIX (1.35). 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 : 8.31 vs. MWFIX (7.15).
| 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 | 2.587 | 1.172 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 110M | 5,232% |
| Annual Yield % from dividends | 2.73 | 1.35 | 203% |
| Returns for 1 year | 8.31 | 7.15 | 116% |
| Returns for 3 years | 25.86 | 34.52 | 75% |
| Returns for 5 years | 55.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement