JMNAX
Price
$15.00
Change
+$0.01 (+0.07%)
Updated
Oct 17 closing price
Net Assets
407.17M
MNWIX
Price
$13.26
Change
+$0.02 (+0.15%)
Updated
Oct 17 closing price
Net Assets
37.17M
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$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets407.17M
MFS Managed Wealth I
Price$13.26
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets37.17M
JMNAX vs MNWIX Comparison Chart in %
View a ticker or compare two or three
VS
JMNAX vs. MNWIX commentary
Oct 19, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JMNAX has more cash in the bank: 407M vs. MNWIX (37.2M). 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 : 4.52 vs. JMNAX (3.02). JMNAX return over 5 years is better than : 20.58 vs. MNWIX (16.23).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.14240%
Annual Report Gross Expense Ratio2.871.66173%
Fund Existence24 years11 years-
Gain YTD3.5916.42156%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets407M37.2M1,094%
Annual Yield % from dividends2.341.06221%
Returns for 1 year3.024.5267%
Returns for 3 years30.3420.98145%
Returns for 5 years20.5816.23127%
Returns for 10 years10.3036.1428%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TAL11.090.11
+1.00%
TAL Education Group
MCD308.092.76
+0.90%
McDonald's Corp
HFBL14.18N/A
N/A
Home Federal Bancorp
IMNM15.67-0.82
-4.97%
Immunome
ALMU16.70-2.03
-10.84%
AELUMA INC