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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$28.43
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets6.16B
NYLI Equity ETF Allocation SIMPLE Class
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets120.47M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX commentary
Aug 09, 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: 6.16B vs. MWFVX (120M). JFTUX pays higher dividends than MWFVX: JFTUX (2.51) vs MWFVX (0.88). 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: 49.00 vs. JFTUX (5.00). MWFVX has a lower initial minimum investment than JFTUX: MWFVX (0) vs JFTUX (15000000). MWFVX (17.29) and JFTUX (17.14) 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 | 9.139 | 8.436 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 120M | 5,133% |
| Annual Yield % from dividends | 2.51 | 0.88 | 285% |
| Returns for 1 year | 17.14 | 17.29 | 99% |
| Returns for 3 years | 30.79 | 37.83 | 81% |
| Returns for 5 years | 44.58 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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