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MWFIX vs ONIFX
MWFIX vs ONIFX Comparison
Open Charts MWFIX vs ONIFX
NYLI Equity ETF Allocation
Price$15.54
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.76M
JPMorgan Investor Growth I
Price$26.64
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets5.76B
MWFIX vs ONIFX Comparison Chart
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MWFIX vs. ONIFX 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 ONIFX is a Hold.
FUNDAMENTALS
Fundamentals
ONIFX has more cash in the bank: 5.76B vs. MWFIX (110M). ONIFX pays higher dividends than MWFIX: ONIFX (2.48) vs MWFIX (1.35). MWFIX was incepted earlier than ONIFX: MWFIX (5 years) vs ONIFX (28 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 : 7.49 vs. MWFIX (6.55).
| 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 | 28 years | - |
| Gain YTD | 1.432 | 2.560 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 5.76B | 2% |
| Annual Yield % from dividends | 1.35 | 2.48 | 54% |
| Returns for 1 year | 6.55 | 7.49 | 88% |
| Returns for 3 years | 33.64 | 24.43 | 138% |
| Returns for 5 years | N/A | 53.79 | - |
| Returns for 10 years | N/A | 48.65 | - |
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