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JHBIX vs MWTRX
JHBIX vs MWTRX Comparison
Open Charts JHBIX vs MWTRX
JHBIX vs MWTRX Comparison Chart in %
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JHBIX vs. MWTRX 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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 27.4B vs. JHBIX (25.8B). JHBIX pays higher dividends than MWTRX: JHBIX (4.73) vs MWTRX (3.57). JHBIX was incepted earlier than MWTRX: JHBIX (25 years) vs MWTRX (29 years). MWTRX (0.69) is less costly to investors than JHBIX (0.47). MWTRX has a lower initial minimum investment than JHBIX: MWTRX (5000) vs JHBIX (250000). JHBIX annual gain was more profitable for investors over the last year : -0.19 vs. MWTRX (-1.59). JHBIX return over 5 years is better than : -2.22 vs. MWTRX (-5.86).
| JHBIX | MWTRX | JHBIX / MWTRX | |
| Total Expense Ratio | 0.46 | 0.68 | 68% |
| Annual Report Gross Expense Ratio | 0.47 | 0.69 | 68% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -1.317 | -2.341 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8B | 27.4B | 94% |
| Annual Yield % from dividends | 4.73 | 3.57 | 132% |
| Returns for 1 year | -0.19 | -1.59 | 12% |
| Returns for 3 years | 14.97 | 12.00 | 125% |
| Returns for 5 years | -2.22 | -5.86 | 38% |
| Returns for 10 years | 19.95 | 4.90 | 407% |
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