JMNAX
Price
$14.92
Change
+$0.01 (+0.07%)
Updated
Oct 8 closing price
Net Assets
403.07M
MNWIX
Price
$13.38
Change
+$0.03 (+0.22%)
Updated
Oct 8 closing price
Net Assets
37.35M
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JMNAX vs MNWIX

Header iconJMNAX vs MNWIX Comparison
Open Charts JMNAX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral A
Price$14.92
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets403.07M
MFS Managed Wealth I
Price$13.38
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets37.35M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Oct 09, 2025

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 JMNAX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 403M vs. MNWIX (37.3M). JMNAX pays higher dividends than MNWIX: JMNAX (2.34) vs MNWIX (1.06). JMNAX was incepted earlier than MNWIX: JMNAX (24 years) vs MNWIX (11 years). JMNAX (2.87) is less costly to investors than MNWIX (1.54). JMNAX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (11.00). MNWIX has a lower initial minimum investment than JMNAX: MNWIX (0) vs JMNAX (1000). MNWIX annual gain was more profitable for investors over the last year : 5.89 vs. JMNAX (3.44). JMNAX return over 5 years is better than : 19.58 vs. MNWIX (16.82).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence24 years11 years-
Gain YTD2.9707.14342%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets403M37.3M1,080%
Annual Yield % from dividends2.341.06221%
Returns for 1 year3.445.8958%
Returns for 3 years27.4522.13124%
Returns for 5 years19.5816.82116%
Returns for 10 years10.2537.3427%
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