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MWFIX vs ONGAX
MWFIX vs ONGAX Comparison
Open Charts MWFIX vs ONGAX
NYLI Equity ETF Allocation
Price$15.54
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.54M
JPMorgan Investor Growth A
Price$25.77
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets5.75B
MWFIX vs ONGAX Comparison Chart
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MWFIX vs. ONGAX commentary
May 24, 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: 5.76B vs. MWFIX (110M). ONGAX pays higher dividends than MWFIX: ONGAX (2.34) vs MWFIX (1.35). MWFIX was incepted earlier than ONGAX: MWFIX (5 years) vs ONGAX (28 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 annual gain was more profitable for investors over the last year : 7.78 vs. MWFIX (7.15).
| 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 | 28 years | - |
| Gain YTD | 1.172 | 2.429 | 48% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 5.76B | 2% |
| Annual Yield % from dividends | 1.35 | 2.34 | 58% |
| Returns for 1 year | 7.15 | 7.78 | 92% |
| Returns for 3 years | 34.52 | 24.13 | 143% |
| Returns for 5 years | N/A | 51.42 | - |
| Returns for 10 years | N/A | 45.71 | - |
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