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MWFIX vs ONIFX
MWFIX vs ONIFX Comparison
Open Charts MWFIX vs ONIFX
NYLI Equity ETF Allocation
Price$16.68
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets119.42M
JPMorgan Investor Growth I
Price$28.37
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets6.12B
MWFIX vs ONIFX Comparison Chart in %
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MWFIX vs. ONIFX 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 ONIFX is a Hold.
FUNDAMENTALS
Fundamentals
ONIFX has more cash in the bank: 6.12B vs. MWFIX (119M). ONIFX pays higher dividends than MWFIX: ONIFX (2.30) vs MWFIX (1.22). MWFIX was incepted earlier than ONIFX: MWFIX (5 years) vs ONIFX (29 years). ONIFX (0.74) is less costly to investors than MWFIX (0.65). MWFIX is a more actively managed with annual turnover of: 49.00 vs. ONIFX (5.00). MWFIX (1000000) and ONIFX (1000000) have matching initial minimum investment requirements. ONIFX annual gain was more profitable for investors over the last year : 11.62 vs. MWFIX (11.04). MWFIX return over 5 years is better than : 67.49 vs. ONIFX (45.56).
| MWFIX | ONIFX | MWFIX / ONIFX | |
| Total Expense Ratio | 0.65 | 0.74 | 88% |
| Annual Report Gross Expense Ratio | 0.65 | 0.74 | 88% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 8.268 | 8.776 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 6.12B | 2% |
| Annual Yield % from dividends | 1.22 | 2.30 | 53% |
| Returns for 1 year | 11.04 | 11.62 | 95% |
| Returns for 3 years | 45.53 | 34.56 | 132% |
| Returns for 5 years | 67.49 | 45.56 | 148% |
| Returns for 10 years | N/A | 61.82 | - |
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