JMNCX
Price
$13.03
Change
-$0.02 (-0.15%)
Updated
Dec 17 closing price
MNWIX
Price
$12.68
Change
-$0.02 (-0.16%)
Updated
Dec 17 closing price
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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$13.03
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth I
Price$12.68
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
JMNCX vs MNWIX Comparison Chart
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JMNCX vs. MNWIX commentary
Dec 18, 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 JMNCX is a Hold and MNWIX is a Hold.

FUNDAMENTALS
Fundamentals
JMNCX has more cash in the bank: 390M vs. MNWIX (32.9M). JMNCX pays higher dividends than MNWIX: JMNCX (2.44) vs MNWIX (0.74). JMNCX was incepted earlier than MNWIX: JMNCX (15 years) vs MNWIX (10 years). JMNCX is a more actively managed with annual turnover of: 92.00 vs. MNWIX (19.00). MNWIX has a lower initial minimum investment than JMNCX: MNWIX (0) vs JMNCX (1000). JMNCX annual gain was more profitable for investors over the last year : 11.36 vs. MNWIX (7.47). JMNCX return over 5 years is better than : 26.18 vs. MNWIX (14.83).
JMNCXMNWIXJMNCX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years10 years-
Gain YTD10.7997.095152%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets390M32.9M1,185%
Annual Yield % from dividends2.440.74329%
Returns for 1 year11.367.47152%
Returns for 3 years20.179.83205%
Returns for 5 years26.1814.83177%
Returns for 10 years-5.1629.84-17%
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