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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$28.99
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets6.28B
NYLI Equity ETF Allocation SIMPLE Class
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets123.71M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX commentary
Sep 01, 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 MWFVX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.28B vs. MWFVX (124M). JFTUX pays higher dividends than MWFVX: JFTUX (2.45) vs MWFVX (0.85). JFTUX was incepted earlier than MWFVX: JFTUX (8 years) vs MWFVX (5 years). MWFVX (1.17) is less costly to investors than JFTUX (0.49). MWFVX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (5.00). MWFVX has a lower initial minimum investment than JFTUX: MWFVX (0) vs JFTUX (15000000). JFTUX (12.12) and MWFVX (11.64) have marching annual gain over last year.
| JFTUX | MWFVX | JFTUX / MWFVX | |
| Total Expense Ratio | 0.49 | 1.16 | 42% |
| Annual Report Gross Expense Ratio | 0.49 | 1.17 | 42% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 11.524 | 11.032 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 124M | 5,063% |
| Annual Yield % from dividends | 2.45 | 0.85 | 286% |
| Returns for 1 year | 12.12 | 11.64 | 104% |
| Returns for 3 years | 37.82 | 46.31 | 82% |
| Returns for 5 years | 42.63 | N/A | - |
| Returns for 10 years | N/A | N/A | - |