JMNAX
Price
$14.58
Change
+$0.04 (+0.28%)
Updated
Jan 17 closing price
Net Assets
422.2M
MNWIX
Price
$12.64
Change
+$0.03 (+0.24%)
Updated
Jan 17 closing price
Net Assets
32.96M
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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$14.58
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets422.2M
MFS Managed Wealth I
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets32.96M
JMNAX vs MNWIX Comparison Chart
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JMNAX vs. MNWIX commentary
Jan 19, 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: 422M vs. MNWIX (33M). JMNAX pays higher dividends than MNWIX: JMNAX (2.57) vs MNWIX (0.74). JMNAX was incepted earlier than MNWIX: JMNAX (23 years) vs MNWIX (11 years). JMNAX is a more actively managed with annual turnover of: 92.00 vs. MNWIX (19.00). MNWIX has a lower initial minimum investment than JMNAX: MNWIX (0) vs JMNAX (1000). JMNAX annual gain was more profitable for investors over the last year : 11.91 vs. MNWIX (7.24). JMNAX return over 5 years is better than : 29.03 vs. MNWIX (14.42).
JMNAXMNWIXJMNAX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years11 years-
Gain YTD0.6911.44548%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets422M33M1,279%
Annual Yield % from dividends2.570.74346%
Returns for 1 year11.917.24165%
Returns for 3 years24.8312.31202%
Returns for 5 years29.0314.42201%
Returns for 10 years4.3031.4814%
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