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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
Aug 25, 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: 27.9B vs. JHBIX (26.2B). JHBIX pays higher dividends than MWTRX: JHBIX (4.71) vs MWTRX (3.80). 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 : 3.09 vs. MWTRX (2.29). JHBIX return over 5 years is better than : -0.71 vs. MWTRX (-3.92).
| 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 | -0.283 | -0.676 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 27.9B | 94% |
| Annual Yield % from dividends | 4.71 | 3.80 | 124% |
| Returns for 1 year | 3.09 | 2.29 | 135% |
| Returns for 3 years | 17.04 | 14.73 | 116% |
| Returns for 5 years | -0.71 | -3.92 | 18% |
| Returns for 10 years | 20.58 | 6.15 | 335% |
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