JMNAX
Price
$14.38
Change
+$0.02 (+0.14%)
Updated
Apr 2 closing price
Net Assets
333.57M
MNWIX
Price
$12.74
Change
+$0.01 (+0.08%)
Updated
Apr 2 closing price
Net Assets
33.95M
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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$14.38
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets333.57M
MFS Managed Wealth I
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets33.95M
JMNAX vs MNWIX Comparison Chart
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JMNAX vs. MNWIX commentary
Apr 03, 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: 334M vs. MNWIX (34M). JMNAX pays higher dividends than MNWIX: JMNAX (2.43) vs MNWIX (1.11). JMNAX was incepted earlier than MNWIX: JMNAX (23 years) vs MNWIX (11 years). JMNAX (3.10) 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). JMNAX annual gain was more profitable for investors over the last year : 5.94 vs. MNWIX (4.58). JMNAX return over 5 years is better than : 19.83 vs. MNWIX (15.53).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.931.18248%
Annual Report Gross Expense Ratio3.101.54201%
Fund Existence23 years11 years-
Gain YTD-0.8292.247-37%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets334M34M982%
Annual Yield % from dividends2.431.11219%
Returns for 1 year5.944.58130%
Returns for 3 years23.8615.21157%
Returns for 5 years19.8315.53128%
Returns for 10 years3.0030.0310%
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