JMNSX
Price
$16.09
Change
+$0.03 (+0.19%)
Updated
Jul 3 closing price
Net Assets
376.72M
MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
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JMNSX vs MNWIX

Header iconJMNSX vs MNWIX Comparison
Open Charts JMNSX vs MNWIXBanner chart's image
JPMorgan Research Market Neutral I
Price$16.09
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets376.72M
MFS Managed Wealth I
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
JMNSX vs MNWIX Comparison Chart in %
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JMNSX vs. MNWIX commentary
Jul 07, 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 JMNSX is a Buy and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNSX has more cash in the bank: 377M vs. MNWIX (35.6M). JMNSX pays higher dividends than MNWIX: JMNSX (2.42) vs MNWIX (1.07). JMNSX was incepted earlier than MNWIX: JMNSX (16 years) vs MNWIX (11 years). JMNSX (2.59) is less costly to investors than MNWIX (1.54). JMNSX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than JMNSX: MNWIX (0) vs JMNSX (1000000). MNWIX annual gain was more profitable for investors over the last year : 7.35 vs. JMNSX (5.77). JMNSX return over 5 years is better than : 25.78 vs. MNWIX (16.71).
JMNSXMNWIXJMNSX / MNWIX
Total Expense Ratio2.461.18208%
Annual Report Gross Expense Ratio2.591.54168%
Fund Existence16 years11 years-
Gain YTD3.0756.58147%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets377M35.6M1,059%
Annual Yield % from dividends2.421.07227%
Returns for 1 year5.777.3579%
Returns for 3 years33.1920.95158%
Returns for 5 years25.7816.71154%
Returns for 10 years13.0335.1437%
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