JMNAX
Price
$14.75
Change
+$0.05 (+0.34%)
Updated
Jun 2 closing price
Net Assets
362.96M
MNWIX
Price
$13.08
Change
+$0.03 (+0.23%)
Updated
Jun 2 closing price
Net Assets
35.12M
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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$14.75
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets362.96M
MFS Managed Wealth I
Price$13.08
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets35.12M
JMNAX vs MNWIX Comparison Chart
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JMNAX vs. MNWIX commentary
Jun 04, 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: 363M vs. MNWIX (35.1M). JMNAX pays higher dividends than MNWIX: JMNAX (2.37) vs MNWIX (1.08). 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 : 6.09 vs. JMNAX (5.41). JMNAX return over 5 years is better than : 22.09 vs. MNWIX (15.48).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence23 years11 years-
Gain YTD1.5194.73532%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets363M35.1M1,034%
Annual Yield % from dividends2.371.08219%
Returns for 1 year5.416.0989%
Returns for 3 years29.2317.70165%
Returns for 5 years22.0915.48143%
Returns for 10 years6.0232.9318%
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