JMNCX
Price
$12.74
Change
-$0.01 (-0.08%)
Updated
Dec 26 closing price
Net Assets
374.84M
MNWIX
Price
$13.39
Change
+$0.01 (+0.07%)
Updated
Dec 26 closing price
Net Assets
38.4M
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JMNCX vs MNWIX

Header iconJMNCX vs MNWIX Comparison
Open Charts JMNCX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral C
Price$12.74
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets374.84M
MFS Managed Wealth I
Price$13.39
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets38.4M
JMNCX vs MNWIX Comparison Chart in %
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JMNCX vs. MNWIX commentary
Dec 27, 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 JMNCX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNCX has more cash in the bank: 375M vs. MNWIX (38.4M). JMNCX pays higher dividends than MNWIX: JMNCX (2.27) vs MNWIX (1.06). JMNCX was incepted earlier than MNWIX: JMNCX (16 years) vs MNWIX (12 years). JMNCX (3.38) is less costly to investors than MNWIX (1.66). JMNCX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (11.00). MNWIX has a lower initial minimum investment than JMNCX: MNWIX (0) vs JMNCX (1000). MNWIX annual gain was more profitable for investors over the last year : 7.03 vs. JMNCX (0.00). JMNCX return over 5 years is better than : 23.30 vs. MNWIX (19.31).
JMNCXMNWIXJMNCX / MNWIX
Total Expense Ratio3.231.14283%
Annual Report Gross Expense Ratio3.381.66204%
Fund Existence16 years12 years-
Gain YTD0.1577.4642%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets375M38.4M977%
Annual Yield % from dividends2.271.06214%
Returns for 1 year0.007.03-
Returns for 3 years23.0719.81116%
Returns for 5 years23.3019.31121%
Returns for 10 years-0.5437.75-1%
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