JMNSX
Price
$16.15
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
402.09M
MNWIX
Price
$13.30
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
38.21M
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JMNSX vs MNWIX

Header iconJMNSX vs MNWIX Comparison
Open Charts JMNSX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral I
Price$16.15
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets402.09M
MFS Managed Wealth I
Price$13.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets38.21M
JMNSX vs MNWIX Comparison Chart in %
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JMNSX vs. MNWIX commentary
Aug 16, 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 JMNSX is a Buy and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNSX has more cash in the bank: 402M vs. MNWIX (38.2M). JMNSX pays higher dividends than MNWIX: JMNSX (2.40) vs MNWIX (1.07). JMNSX was incepted earlier than MNWIX: JMNSX (16 years) vs MNWIX (11 years). JMNSX (2.59) is less costly to investors than MNWIX (1.54). JMNSX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than JMNSX: MNWIX (0) vs JMNSX (1000000). MNWIX annual gain was more profitable for investors over the last year : 6.49 vs. JMNSX (5.70). JMNSX return over 5 years is better than : 25.07 vs. MNWIX (17.08).
JMNSXMNWIXJMNSX / MNWIX
Total Expense Ratio2.461.18208%
Annual Report Gross Expense Ratio2.591.54168%
Fund Existence16 years11 years-
Gain YTD3.3316.74249%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets402M38.2M1,052%
Annual Yield % from dividends2.401.07224%
Returns for 1 year5.706.4988%
Returns for 3 years30.7419.42158%
Returns for 5 years25.0717.08147%
Returns for 10 years12.8634.2938%
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