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JFTUX vs MWFQX
JFTUX vs MWFQX Comparison
Open Charts JFTUX vs MWFQX
JPMorgan Investor Growth R6
Price$29.54
Change-$0.15 (-0.51%)
VolumeN/A
Net Assets6.44B
NYLI Equity ETF Allocation Class R3
Price$17.40
Change-$0.11 (-0.63%)
VolumeN/A
Net Assets128.39M
JFTUX vs MWFQX Comparison Chart in %
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JFTUX vs. MWFQX commentary
Sep 27, 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 MWFQX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.44B vs. MWFQX (128M). JFTUX pays higher dividends than MWFQX: JFTUX (2.45) vs MWFQX (0.80). JFTUX was incepted earlier than MWFQX: JFTUX (8 years) vs MWFQX (5 years). MWFQX (1.25) is less costly to investors than JFTUX (0.49). MWFQX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (5.00). MWFQX has a lower initial minimum investment than JFTUX: MWFQX (0) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 13.00 vs. MWFQX (11.30). MWFQX return over 5 years is better than : 69.72 vs. JFTUX (53.60).
| JFTUX | MWFQX | JFTUX / MWFQX | |
| Total Expense Ratio | 0.49 | 1.25 | 39% |
| Annual Report Gross Expense Ratio | 0.49 | 1.25 | 39% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 14.217 | 12.914 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 128M | 5,031% |
| Annual Yield % from dividends | 2.45 | 0.80 | 306% |
| Returns for 1 year | 13.00 | 11.30 | 115% |
| Returns for 3 years | 52.99 | 63.68 | 83% |
| Returns for 5 years | 53.60 | 69.72 | 77% |
| Returns for 10 years | N/A | N/A | - |
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