JMNAX
Price
$14.98
Change
-$0.02 (-0.13%)
Updated
Aug 8 closing price
Net Assets
402.39M
MNWIX
Price
$13.28
Change
+$0.03 (+0.23%)
Updated
Aug 8 closing price
Net Assets
38.28M
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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$14.98
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets402.39M
MFS Managed Wealth I
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets38.28M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Aug 10, 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 Buy and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 402M vs. MNWIX (38.3M). JMNAX pays higher dividends than MNWIX: JMNAX (2.32) vs MNWIX (1.07). JMNAX was incepted earlier than MNWIX: JMNAX (23 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 (6.00). 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 : 7.10 vs. JMNAX (5.72). JMNAX return over 5 years is better than : 23.05 vs. MNWIX (16.81).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence23 years11 years-
Gain YTD3.4536.58152%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets402M38.3M1,050%
Annual Yield % from dividends2.321.07217%
Returns for 1 year5.727.1081%
Returns for 3 years30.0619.77152%
Returns for 5 years23.0516.81137%
Returns for 10 years8.9434.0826%
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