MWOFX vs. JPRE
Compare and contrast key facts about MFS Global Growth Fund (MWOFX) and JPMorgan Realty Income ETF (JPRE).
MWOFX is managed by MFS. It was launched on Nov 17, 1993. JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MWOFX or JPRE.
Correlation
The correlation between MWOFX and JPRE is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MWOFX vs. JPRE - Performance Comparison
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Key characteristics
Returns By Period
MWOFX
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JPRE
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MWOFX vs. JPRE - Expense Ratio Comparison
MWOFX has a 1.22% expense ratio, which is higher than JPRE's 0.50% expense ratio.
Risk-Adjusted Performance
MWOFX vs. JPRE — Risk-Adjusted Performance Rank
MWOFX
JPRE
MWOFX vs. JPRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Growth Fund (MWOFX) and JPMorgan Realty Income ETF (JPRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MWOFX vs. JPRE - Dividend Comparison
Neither MWOFX nor JPRE has paid dividends to shareholders.
Drawdowns
MWOFX vs. JPRE - Drawdown Comparison
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Volatility
MWOFX vs. JPRE - Volatility Comparison
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