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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$29.68
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets6.4B
NYLI Equity ETF Allocation SIMPLE Class
Price$17.53
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets127.64M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX 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 MWFVX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.41B vs. MWFVX (128M). 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 annual gain was more profitable for investors over the last year : 11.97 vs. MWFVX (11.07). MWFVX return over 5 years is better than : 71.76 vs. JFTUX (53.55).
| 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 | 14.179 | 13.757 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 128M | 5,004% |
| Annual Yield % from dividends | 2.45 | 0.85 | 286% |
| Returns for 1 year | 11.97 | 11.07 | 108% |
| Returns for 3 years | 53.24 | 65.63 | 81% |
| Returns for 5 years | 53.55 | 71.76 | 75% |
| Returns for 10 years | N/A | N/A | - |
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