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JFTUX vs MWFQX
JFTUX vs MWFQX Comparison
Open Charts JFTUX vs MWFQX
JPMorgan Investor Growth R6
Price$28.43
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets6.14B
NYLI Equity ETF Allocation Class R3
Price$16.70
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets120.25M
JFTUX vs MWFQX Comparison Chart in %
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JFTUX vs. MWFQX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.14B vs. MWFQX (120M). JFTUX pays higher dividends than MWFQX: JFTUX (2.51) vs MWFQX (0.82). 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: 49.00 vs. JFTUX (5.00). MWFQX has a lower initial minimum investment than JFTUX: MWFQX (0) vs JFTUX (15000000). MWFQX (17.15) and JFTUX (17.14) have marching annual gain over last year. MWFQX return over 5 years is better than : 60.31 vs. JFTUX (44.58).
| 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 | 9.139 | 8.371 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 120M | 5,114% |
| Annual Yield % from dividends | 2.51 | 0.82 | 304% |
| Returns for 1 year | 17.14 | 17.15 | 100% |
| Returns for 3 years | 30.79 | 37.40 | 82% |
| Returns for 5 years | 44.58 | 60.31 | 74% |
| Returns for 10 years | N/A | N/A | - |
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