JMNAX
Price
$14.82
Change
-$0.03 (-0.20%)
Updated
Nov 18 closing price
Net Assets
387.58M
MNWIX
Price
$13.13
Change
-$0.07 (-0.53%)
Updated
Nov 18 closing price
Net Assets
37.65M
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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$14.82
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets387.58M
MFS Managed Wealth I
Price$13.13
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets37.65M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Nov 20, 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: 388M vs. MNWIX (37.7M). 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 (1.66). 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 : 4.55 vs. JMNAX (0.17). JMNAX return over 5 years is better than : 18.68 vs. MNWIX (16.19).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.14240%
Annual Report Gross Expense Ratio2.871.66173%
Fund Existence24 years11 years-
Gain YTD2.3485.37744%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets388M37.7M1,029%
Annual Yield % from dividends2.341.06220%
Returns for 1 year0.174.554%
Returns for 3 years28.8818.10160%
Returns for 5 years18.6816.19115%
Returns for 10 years10.0532.8331%
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