JMNAX
Price
$14.76
Change
+$0.02 (+0.14%)
Updated
Jun 13 closing price
Net Assets
364.08M
MNWIX
Price
$13.09
Change
-$0.07 (-0.53%)
Updated
Jun 13 closing price
Net Assets
34.98M
Interact to see
Advertisement

JMNAX vs MNWIX

Header iconJMNAX vs MNWIX Comparison
Open Charts JMNAX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral A
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets364.08M
MFS Managed Wealth I
Price$13.09
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets34.98M
JMNAX vs MNWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JMNAX vs. MNWIX commentary
Jun 16, 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 JMNAX is a Buy and MNWIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 364M vs. MNWIX (35M). JMNAX pays higher dividends than MNWIX: JMNAX (2.37) vs MNWIX (1.08). JMNAX was incepted earlier than MNWIX: JMNAX (23 years) vs MNWIX (11 years). JMNAX (2.87) is less costly to investors than MNWIX (1.54). JMNAX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than JMNAX: MNWIX (0) vs JMNAX (1000). MNWIX annual gain was more profitable for investors over the last year : 5.82 vs. JMNAX (5.47). JMNAX return over 5 years is better than : 23.36 vs. MNWIX (16.13).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence23 years11 years-
Gain YTD1.9345.05638%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets364M35M1,040%
Annual Yield % from dividends2.371.08219%
Returns for 1 year5.475.8294%
Returns for 3 years30.1920.18150%
Returns for 5 years23.3616.13145%
Returns for 10 years6.8233.0821%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FGEMX115.23-1.14
-0.98%
Fidelity Advisor Communication ServicesM
EQNRX21.86-0.29
-1.31%
MFS Equity Income R1
PFGRX33.69-0.45
-1.32%
Victory Pioneer Fundamental Growth R
EEOFX13.54-0.19
-1.38%
Pear Tree Essex Environmental Opps Odnry
FRMCX23.17-0.44
-1.86%
Franklin Mutual Small-Mid Cap Val A