JMNCX
Price
$12.80
Change
+$0.03 (+0.23%)
Updated
Jan 17 closing price
Net Assets
422.2M
MNWIX
Price
$12.64
Change
+$0.03 (+0.24%)
Updated
Jan 17 closing price
Net Assets
32.96M
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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$12.80
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets422.2M
MFS Managed Wealth I
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets32.96M
JMNCX vs MNWIX Comparison Chart
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JMNCX vs. MNWIX commentary
Jan 19, 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: 422M vs. MNWIX (33M). JMNCX pays higher dividends than MNWIX: JMNCX (2.44) vs MNWIX (0.74). JMNCX was incepted earlier than MNWIX: JMNCX (15 years) vs MNWIX (11 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 : 10.97 vs. MNWIX (7.24). JMNCX return over 5 years is better than : 24.34 vs. MNWIX (14.42).
JMNCXMNWIXJMNCX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years11 years-
Gain YTD0.6291.44544%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets422M33M1,279%
Annual Yield % from dividends2.440.74329%
Returns for 1 year10.977.24152%
Returns for 3 years22.5212.31183%
Returns for 5 years24.3414.42169%
Returns for 10 years-4.0631.48-13%
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