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MWFIX vs ONGAX
MWFIX vs ONGAX Comparison
Open Charts MWFIX vs ONGAX
NYLI Equity ETF Allocation
Price$16.68
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets119.42M
JPMorgan Investor Growth A
Price$27.45
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets6.12B
MWFIX vs ONGAX Comparison Chart in %
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MWFIX vs. ONGAX commentary
Jul 23, 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 MWFIX is a StrongBuy and ONGAX is a Hold.
FUNDAMENTALS
Fundamentals
ONGAX has more cash in the bank: 6.12B vs. MWFIX (119M). ONGAX pays higher dividends than MWFIX: ONGAX (2.16) vs MWFIX (1.22). MWFIX was incepted earlier than ONGAX: MWFIX (5 years) vs ONGAX (29 years). ONGAX (1.00) is less costly to investors than MWFIX (0.65). MWFIX is a more actively managed with annual turnover of: 49.00 vs. ONGAX (5.00). ONGAX has a lower initial minimum investment than MWFIX: ONGAX (500) vs MWFIX (1000000). ONGAX (11.31) and MWFIX (11.04) have marching annual gain over last year. MWFIX return over 5 years is better than : 67.49 vs. ONGAX (43.43).
| MWFIX | ONGAX | MWFIX / ONGAX | |
| Total Expense Ratio | 0.65 | 0.97 | 67% |
| Annual Report Gross Expense Ratio | 0.65 | 1.00 | 65% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 8.268 | 8.634 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 6.12B | 2% |
| Annual Yield % from dividends | 1.22 | 2.16 | 56% |
| Returns for 1 year | 11.04 | 11.31 | 98% |
| Returns for 3 years | 45.53 | 33.31 | 137% |
| Returns for 5 years | 67.49 | 43.43 | 155% |
| Returns for 10 years | N/A | 56.93 | - |
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