JMNAX
Price
$14.91
Change
-$0.04 (-0.27%)
Updated
Aug 19 closing price
Net Assets
404.35M
MNWIX
Price
$13.29
Change
-$0.01 (-0.08%)
Updated
Aug 18 closing price
Net Assets
38.19M
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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$14.91
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets404.35M
MFS Managed Wealth I
Price$13.29
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets38.19M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Aug 20, 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.

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FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 404M vs. MNWIX (38.2M). JMNAX pays higher dividends than MNWIX: JMNAX (2.32) vs MNWIX (1.07). 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 : 6.33 vs. JMNAX (4.72). JMNAX return over 5 years is better than : 21.81 vs. MNWIX (17.00).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence23 years11 years-
Gain YTD2.9706.66145%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets404M38.2M1,058%
Annual Yield % from dividends2.321.07217%
Returns for 1 year4.726.3375%
Returns for 3 years29.5619.54151%
Returns for 5 years21.8117.00128%
Returns for 10 years8.6536.7224%
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