JMNAX
Price
$14.95
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
375.45M
MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
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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$14.95
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets375.45M
MFS Managed Wealth I
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Jul 28, 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: 375M vs. MNWIX (38.6M). JMNAX pays higher dividends than MNWIX: JMNAX (2.34) 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 : 8.02 vs. JMNAX (6.02). JMNAX return over 5 years is better than : 23.58 vs. MNWIX (16.65).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.18232%
Annual Report Gross Expense Ratio2.871.54186%
Fund Existence23 years11 years-
Gain YTD3.2466.98246%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets375M38.6M972%
Annual Yield % from dividends2.341.07220%
Returns for 1 year6.028.0275%
Returns for 3 years31.4220.97150%
Returns for 5 years23.5816.65142%
Returns for 10 years8.4934.5925%
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