JRHG vs WXOZ

  • JRHG
  • WXOZ

JRHG and WXOZ hold at least 884 companies between them. 316 are in both, and 52% of each fund is the same companies.

In both · 52%JRHG only · 48%

Side by side

JRHGWXOZ
FundJPMorganState Street
Asset classOtherOther
Fee a year0.30%0.07%
Fund size$35.6m$853.9m
Holdings630597
1Y price return----
Distribution yieldNot yetNot yet
Look-through coverage95.5%99.9%

Return, last year

change since the start

No overlapping price history for these funds.

share of each fund
  • JRHG
  • WXOZ
  • NVDA NVIDIA CORPIn all 2JRHG5.7%WXOZ8.4%
  • AAPL APPLE INCIn 1 of 2JRHG5.3%WXOZnot held
  • MSFT MICROSOFT CORPIn all 2JRHG4.5%WXOZ4.6%
  • AMZN AMAZON.COM INCIn 1 of 2JRHG3.0%WXOZnot held
  • GOOGL ALPHABET CLASS AIn all 2JRHG2.2%WXOZ2.6%

and 874 more companies the funds hold

How alike they are

Keep going

See JRHG + WXOZ as one portfolioEvery company, where you'd own it twiceWhat moved JRHG in the last monthIts biggest gains and falls, by company

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