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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$30.28
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets6.59B
NYLI Equity ETF Allocation SIMPLE Class
Price$18.05
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets135M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX commentary
Dec 04, 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 MWFVX is a Hold.
FUNDAMENTALS
Fundamentals
JFTUX has more cash in the bank: 6.59B vs. MWFVX (135M). JFTUX pays higher dividends than MWFVX: JFTUX (2.35) vs MWFVX (0.81). JFTUX was incepted earlier than MWFVX: JFTUX (8 years) vs MWFVX (5 years). MWFVX (1.08) is less costly to investors than JFTUX (0.49). MWFVX is a more actively managed with annual turnover of: 73.00 vs. JFTUX (3.00). MWFVX has a lower initial minimum investment than JFTUX: MWFVX (0) vs JFTUX (15000000). JFTUX annual gain was more profitable for investors over the last year : 10.78 vs. MWFVX (9.75). MWFVX return over 5 years is better than : 54.89 vs. JFTUX (37.43).
| JFTUX | MWFVX | JFTUX / MWFVX | |
| Total Expense Ratio | 0.49 | 1.08 | 45% |
| Annual Report Gross Expense Ratio | 0.49 | 1.08 | 45% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 15.901 | 16.353 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.59B | 135M | 4,878% |
| Annual Yield % from dividends | 2.35 | 0.81 | 290% |
| Returns for 1 year | 10.78 | 9.75 | 111% |
| Returns for 3 years | 38.10 | 47.78 | 80% |
| Returns for 5 years | 37.43 | 54.89 | 68% |
| Returns for 10 years | N/A | N/A | - |
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