JMNAX
Price
$14.81
Change
-$0.03 (-0.20%)
Updated
Dec 18 closing price
MNWIX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Dec 18 closing price
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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$14.81
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth I
Price$12.58
Change-$0.10 (-0.79%)
VolumeN/A
CapitalizationN/A
JMNAX vs MNWIX Comparison Chart
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JMNAX vs. MNWIX commentary
Dec 19, 2024

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.

FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 393M vs. MNWIX (32.9M). JMNAX pays higher dividends than MNWIX: JMNAX (2.57) vs MNWIX (0.74). JMNAX was incepted earlier than MNWIX: JMNAX (23 years) vs MNWIX (10 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 : 12.30 vs. MNWIX (7.47). JMNAX return over 5 years is better than : 30.81 vs. MNWIX (14.83).
JMNAXMNWIXJMNAX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years10 years-
Gain YTD11.5797.095163%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets393M32.9M1,195%
Annual Yield % from dividends2.570.74346%
Returns for 1 year12.307.47165%
Returns for 3 years22.409.83228%
Returns for 5 years30.8114.83208%
Returns for 10 years3.0429.8410%
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