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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
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.
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).
| 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 | 0.224 | -0.164 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 28.6B | 93% |
| Annual Yield % from dividends | 4.62 | 3.74 | 123% |
| Returns for 1 year | 4.70 | 3.90 | 121% |
| Returns for 3 years | 14.46 | 11.90 | 121% |
| Returns for 5 years | 0.10 | -3.07 | -3% |
| Returns for 10 years | 22.38 | 7.26 | 308% |
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