JHBIX
Price
$13.37
Change
-$0.05 (-0.37%)
Updated
Jul 13 closing price
Net Assets
26.5B
MWTRX
Price
$8.98
Change
-$0.04 (-0.44%)
Updated
Jul 13 closing price
Net Assets
28.57B
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JHBIX vs MWTRX

JHBIX vs MWTRX Comparison Chart in %
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JHBIX vs. MWTRX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 28.6B vs. JHBIX (26.5B). JHBIX pays higher dividends than MWTRX: JHBIX (4.62) vs MWTRX (3.74). 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: 405.00 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 : 4.70 vs. MWTRX (3.90). JHBIX return over 5 years is better than : 0.10 vs. MWTRX (-3.07).
JHBIXMWTRXJHBIX / MWTRX
Total Expense Ratio0.460.6571%
Annual Report Gross Expense Ratio0.470.6572%
Fund Existence25 years29 years-
Gain YTD0.224-0.164-137%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets26.5B28.6B93%
Annual Yield % from dividends4.623.74123%
Returns for 1 year4.703.90121%
Returns for 3 years14.4611.90121%
Returns for 5 years0.10-3.07-3%
Returns for 10 years22.387.26308%
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