JMNCX
Price
$12.60
Change
-$0.03 (-0.24%)
Updated
Apr 17 closing price
Net Assets
329.9M
MNWIX
Price
$12.60
Change
+$0.01 (+0.08%)
Updated
Apr 17 closing price
Net Assets
33.85M
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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$12.60
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets329.9M
MFS Managed Wealth I
Price$12.60
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets33.85M
JMNCX vs MNWIX Comparison Chart
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JMNCX vs. MNWIX commentary
Apr 18, 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: 330M vs. MNWIX (33.8M). JMNCX pays higher dividends than MNWIX: JMNCX (2.35) vs MNWIX (1.11). JMNCX was incepted earlier than MNWIX: JMNCX (15 years) vs MNWIX (11 years). JMNCX (3.59) 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). JMNCX annual gain was more profitable for investors over the last year : 4.71 vs. MNWIX (4.36). JMNCX return over 5 years is better than : 14.33 vs. MNWIX (11.40).
JMNCXMNWIXJMNCX / MNWIX
Total Expense Ratio3.431.18291%
Annual Report Gross Expense Ratio3.591.54233%
Fund Existence15 years11 years-
Gain YTD-0.7081.124-63%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets330M33.8M976%
Annual Yield % from dividends2.351.11211%
Returns for 1 year4.714.36108%
Returns for 3 years22.3414.65152%
Returns for 5 years14.3311.40126%
Returns for 10 years-3.6228.22-13%
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