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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
Jun 04, 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: 28.9B vs. JHBIX (26.6B). JHBIX pays higher dividends than MWTRX: JHBIX (4.61) vs MWTRX (3.81). JHBIX was incepted earlier than MWTRX: JHBIX (25 years) vs MWTRX (29 years). MWTRX (0.65) is less costly to investors than JHBIX (0.47). MWTRX is a more actively managed with annual turnover of: 418.00 vs. JHBIX (100.00). 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 : 6.27 vs. MWTRX (5.36). JHBIX return over 5 years is better than : 1.74 vs. MWTRX (-1.90).
| JHBIX | MWTRX | JHBIX / MWTRX | |
| Total Expense Ratio | 0.46 | 0.65 | 71% |
| Annual Report Gross Expense Ratio | 0.47 | 0.65 | 72% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 0.520 | 0.137 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 28.9B | 92% |
| Annual Yield % from dividends | 4.61 | 3.81 | 121% |
| Returns for 1 year | 6.27 | 5.36 | 117% |
| Returns for 3 years | 15.12 | 12.25 | 123% |
| Returns for 5 years | 1.74 | -1.90 | -92% |
| Returns for 10 years | 24.65 | 8.72 | 283% |
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