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JFTUX vs MWFVX
JFTUX vs MWFVX Comparison
Open Charts JFTUX vs MWFVX
JPMorgan Investor Growth R6
Price$30.10
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets6.72B
NYLI Equity ETF Allocation SIMPLE Class
Price$18.21
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets143.67M
JFTUX vs MWFVX Comparison Chart in %
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JFTUX vs. MWFVX commentary
Feb 05, 2026
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: 6.72B vs. MWFVX (144M). JFTUX pays higher dividends than MWFVX: JFTUX (2.10) vs MWFVX (0.95). JFTUX was incepted earlier than MWFVX: JFTUX (9 years) vs MWFVX (5 years). MWFVX (1.08) is less costly to investors than JFTUX (0.48). 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). MWFVX annual gain was more profitable for investors over the last year : 15.79 vs. JFTUX (14.38). MWFVX return over 5 years is better than : 47.31 vs. JFTUX (37.38).
| JFTUX | MWFVX | JFTUX / MWFVX | |
| Total Expense Ratio | 0.48 | 1.08 | 44% |
| Annual Report Gross Expense Ratio | 0.48 | 1.08 | 44% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.172 | 3.056 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 144M | 4,665% |
| Annual Yield % from dividends | 2.10 | 0.95 | 221% |
| Returns for 1 year | 14.38 | 15.79 | 91% |
| Returns for 3 years | 47.09 | 46.73 | 101% |
| Returns for 5 years | 37.38 | 47.31 | 79% |
| Returns for 10 years | N/A | N/A | - |
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