JMNCX
Price
$12.82
Change
-$0.04 (-0.31%)
Updated
May 8 closing price
Net Assets
358.12M
MNWIX
Price
$12.91
Change
-$0.00 (-0.00%)
Updated
May 8 closing price
Net Assets
34.57M
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JMNCX vs MNWIX

Header iconJMNCX vs MNWIX Comparison
Open Charts JMNCX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral C
Price$12.82
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets358.12M
MFS Managed Wealth I
Price$12.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.57M
JMNCX vs MNWIX Comparison Chart
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JMNCX vs. MNWIX commentary
May 09, 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 JMNCX is a Buy and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNCX has more cash in the bank: 358M vs. MNWIX (34.6M). JMNCX pays higher dividends than MNWIX: JMNCX (2.32) vs MNWIX (1.10). JMNCX was incepted earlier than MNWIX: JMNCX (16 years) vs MNWIX (11 years). JMNCX (3.38) is less costly to investors than MNWIX (1.54). JMNCX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than JMNCX: MNWIX (0) vs JMNCX (1000). MNWIX annual gain was more profitable for investors over the last year : 5.46 vs. JMNCX (4.92). JMNCX return over 5 years is better than : 16.71 vs. MNWIX (14.44).
JMNCXMNWIXJMNCX / MNWIX
Total Expense Ratio3.231.18274%
Annual Report Gross Expense Ratio3.381.54219%
Fund Existence16 years11 years-
Gain YTD1.1013.61230%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M34.6M1,035%
Annual Yield % from dividends2.321.10210%
Returns for 1 year4.925.4690%
Returns for 3 years29.4717.89165%
Returns for 5 years16.7114.44116%
Returns for 10 years-2.4330.99-8%
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