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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$29.85
Change-$0.46 (-1.52%)
VolumeN/A
Net Assets6.5B
NYLI Equity ETF Allocation SIMPLE Class
Price$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets131.89M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX commentary
Nov 14, 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: 6.5B vs. MWFVX (132M). JFTUX pays higher dividends than MWFVX: JFTUX (2.35) vs MWFVX (0.82). 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 : 12.95 vs. MWFVX (11.92). MWFVX return over 5 years is better than : 61.13 vs. JFTUX (43.43).
| 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 | 16.865 | 17.002 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.5B | 132M | 4,927% |
| Annual Yield % from dividends | 2.35 | 0.82 | 289% |
| Returns for 1 year | 12.95 | 11.92 | 109% |
| Returns for 3 years | 42.80 | 51.65 | 83% |
| Returns for 5 years | 43.43 | 61.13 | 71% |
| Returns for 10 years | N/A | N/A | - |
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