JMNCX
Price
$13.01
Change
+$0.05 (+0.39%)
Updated
Nov 19 closing price
Net Assets
386.69M
MNWIX
Price
$13.13
Change
-$0.00 (-0.00%)
Updated
Nov 19 closing price
Net Assets
37.46M
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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$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets386.69M
MFS Managed Wealth I
Price$13.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets37.46M
JMNCX vs MNWIX Comparison Chart in %
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JMNCX vs. MNWIX commentary
Nov 20, 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 Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNCX has more cash in the bank: 387M vs. MNWIX (37.5M). JMNCX pays higher dividends than MNWIX: JMNCX (2.27) vs MNWIX (1.06). JMNCX was incepted earlier than MNWIX: JMNCX (16 years) vs MNWIX (11 years). JMNCX (3.38) is less costly to investors than MNWIX (1.66). JMNCX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (11.00). 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 : 4.64 vs. JMNCX (-0.66). MNWIX return over 5 years is better than : 16.19 vs. JMNCX (15.19).
JMNCXMNWIXJMNCX / MNWIX
Total Expense Ratio3.231.14283%
Annual Report Gross Expense Ratio3.381.66204%
Fund Existence16 years11 years-
Gain YTD2.2805.37742%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets387M37.5M1,032%
Annual Yield % from dividends2.271.06213%
Returns for 1 year-0.664.64-14%
Returns for 3 years27.0818.10150%
Returns for 5 years15.1916.1994%
Returns for 10 years1.6532.835%
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