JMNSX
Price
$16.20
Change
+$0.01 (+0.06%)
Updated
Oct 17 closing price
Net Assets
407.58M
MNWIX
Price
$13.26
Change
+$0.02 (+0.15%)
Updated
Oct 17 closing price
Net Assets
37.17M
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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$16.20
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets407.58M
MFS Managed Wealth I
Price$13.26
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets37.17M
JMNSX vs MNWIX Comparison Chart in %
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JMNSX 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 JMNSX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
JMNSX has more cash in the bank: 408M vs. MNWIX (37.2M). JMNSX pays higher dividends than MNWIX: JMNSX (2.41) vs MNWIX (1.06). JMNSX was incepted earlier than MNWIX: JMNSX (16 years) vs MNWIX (11 years). JMNSX (2.59) is less costly to investors than MNWIX (1.66). JMNSX is a more actively managed with annual turnover of: 103.00 vs. MNWIX (11.00). 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 : 4.52 vs. JMNSX (3.45). JMNSX return over 5 years is better than : 22.81 vs. MNWIX (16.23).
JMNSXMNWIXJMNSX / MNWIX
Total Expense Ratio2.461.14216%
Annual Report Gross Expense Ratio2.591.66156%
Fund Existence16 years11 years-
Gain YTD3.7806.42159%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets408M37.2M1,097%
Annual Yield % from dividends2.411.06228%
Returns for 1 year3.454.5276%
Returns for 3 years31.4120.98150%
Returns for 5 years22.8116.23141%
Returns for 10 years15.1936.1442%
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