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JFTUX vs MWFQX
JFTUX vs MWFQX Comparison
Open Charts JFTUX vs MWFQX
JPMorgan Investor Growth R6
Price$29.76
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets6.47B
NYLI Equity ETF Allocation Class R3
Price$17.61
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets130.09M
JFTUX vs MWFQX Comparison Chart in %
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JFTUX vs. MWFQX commentary
Oct 19, 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 JFTUX is a Hold and MWFQX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.47B vs. MWFQX (130M). JFTUX pays higher dividends than MWFQX: JFTUX (2.38) vs MWFQX (0.78). JFTUX was incepted earlier than MWFQX: JFTUX (8 years) vs MWFQX (5 years). MWFQX (1.17) is less costly to investors than JFTUX (0.49). MWFQX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (3.00). MWFQX has a lower initial minimum investment than JFTUX: MWFQX (0) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 11.88 vs. MWFQX (10.48). MWFQX return over 5 years is better than : 62.99 vs. JFTUX (46.40).
| JFTUX | MWFQX | JFTUX / MWFQX | |
| Total Expense Ratio | 0.49 | 1.17 | 42% |
| Annual Report Gross Expense Ratio | 0.49 | 1.17 | 42% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 14.744 | 14.276 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.47B | 130M | 4,978% |
| Annual Yield % from dividends | 2.38 | 0.78 | 307% |
| Returns for 1 year | 11.88 | 10.48 | 113% |
| Returns for 3 years | 50.74 | 60.78 | 83% |
| Returns for 5 years | 46.40 | 62.99 | 74% |
| Returns for 10 years | N/A | N/A | - |
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