Interact to see
Advertisement
Advertisement
JHBIX vs MWTIX
JHBIX vs MWTIX Comparison
Open Charts JHBIX vs MWTIX
JHBIX vs MWTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHBIX vs. MWTIX commentary
Sep 15, 2026
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 JHBIX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 27.4B vs. JHBIX (25.8B). JHBIX pays higher dividends than MWTIX: JHBIX (4.73) vs MWTIX (3.81). JHBIX was incepted earlier than MWTIX: JHBIX (25 years) vs MWTIX (26 years). JHBIX (0.47) and MWTIX (0.45) have similar cost to investors . JHBIX has a lower initial minimum investment than MWTIX: JHBIX (250000) vs MWTIX (3000000). JHBIX annual gain was more profitable for investors over the last year : -0.19 vs. MWTIX (-1.37). JHBIX return over 5 years is better than : -2.22 vs. MWTIX (-4.76).
| JHBIX | MWTIX | JHBIX / MWTIX | |
| Total Expense Ratio | 0.46 | 0.43 | 107% |
| Annual Report Gross Expense Ratio | 0.47 | 0.45 | 104% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -1.317 | -2.203 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8B | 27.4B | 94% |
| Annual Yield % from dividends | 4.73 | 3.81 | 124% |
| Returns for 1 year | -0.19 | -1.37 | 14% |
| Returns for 3 years | 14.97 | 12.73 | 118% |
| Returns for 5 years | -2.22 | -4.76 | 47% |
| Returns for 10 years | 19.95 | 7.23 | 276% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers