JMNAX
Price
$14.84
Change
-$0.02 (-0.13%)
Updated
Nov 12 closing price
Net Assets
387.23M
MNWIX
Price
$13.35
Change
-$0.00 (-0.00%)
Updated
Nov 12 closing price
Net Assets
38.11M
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JMNAX vs MNWIX

Header iconJMNAX vs MNWIX Comparison
Open Charts JMNAX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral A
Price$14.84
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets387.23M
MFS Managed Wealth I
Price$13.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets38.11M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX 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 JMNAX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 387M vs. MNWIX (38.1M). JMNAX pays higher dividends than MNWIX: JMNAX (2.34) vs MNWIX (1.06). JMNAX was incepted earlier than MNWIX: JMNAX (24 years) vs MNWIX (11 years). JMNAX (2.87) is less costly to investors than MNWIX (1.66). JMNAX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (11.00). 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 : 5.81 vs. JMNAX (0.31). JMNAX (17.85) and MNWIX (17.32) have equivalent 5 years return.
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.14240%
Annual Report Gross Expense Ratio2.871.66173%
Fund Existence24 years11 years-
Gain YTD2.4867.14335%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets387M38.1M1,016%
Annual Yield % from dividends2.341.06220%
Returns for 1 year0.315.815%
Returns for 3 years29.1620.19144%
Returns for 5 years17.8517.32103%
Returns for 10 years10.1236.6628%
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