JMNAX
Price
$14.37
Change
-$0.03 (-0.21%)
Updated
Jan 15 closing price
Net Assets
370.93M
MNWIX
Price
$13.44
Change
+$0.04 (+0.30%)
Updated
Jan 15 closing price
Net Assets
38.14M
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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$14.37
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets370.93M
MFS Managed Wealth I
Price$13.44
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets38.14M
JMNAX vs MNWIX Comparison Chart in %
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JMNAX vs. MNWIX commentary
Jan 17, 2026

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: 371M vs. MNWIX (38.1M). JMNAX pays higher dividends than MNWIX: JMNAX (2.80) vs MNWIX (0.76). JMNAX was incepted earlier than MNWIX: JMNAX (24 years) vs MNWIX (12 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 : 7.82 vs. JMNAX (1.62). JMNAX return over 5 years is better than : 29.46 vs. MNWIX (21.54).
JMNAXMNWIXJMNAX / MNWIX
Total Expense Ratio2.741.14240%
Annual Report Gross Expense Ratio2.871.66173%
Fund Existence24 years12 years-
Gain YTD-1.3050.901-145%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets371M38.1M974%
Annual Yield % from dividends2.800.76370%
Returns for 1 year1.627.8221%
Returns for 3 years27.2420.74131%
Returns for 5 years29.4621.54137%
Returns for 10 years10.7443.1625%
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