JMNAX
Price
$14.97
Change
+$0.02 (+0.13%)
Updated
Sep 8 closing price
Net Assets
396.14M
MNWIX
Price
$13.28
Change
+$0.01 (+0.08%)
Updated
Sep 8 closing price
Net Assets
37.86M
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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$14.97
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets396.14M
MFS Managed Wealth I
Price$13.28
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets37.86M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Sep 10, 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: 396M vs. MNWIX (37.9M). JMNAX pays higher dividends than MNWIX: JMNAX (2.33) 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 (1.54). 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 : 6.17 vs. JMNAX (5.28). JMNAX return over 5 years is better than : 21.55 vs. MNWIX (16.41).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence24 years11 years-
Gain YTD3.3846.58151%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets396M37.9M1,045%
Annual Yield % from dividends2.331.06219%
Returns for 1 year5.286.1786%
Returns for 3 years29.1220.09145%
Returns for 5 years21.5516.41131%
Returns for 10 years8.2637.1722%
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