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JDIBX vs TRTIX
JDIBX vs TRTIX Comparison
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JDIBX vs TRTIX Comparison Chart in %
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JDIBX vs. TRTIX commentary
Aug 03, 2026
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 JDIBX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JDIBX (6.79B). TRTIX pays higher dividends than JDIBX: TRTIX (2.42) vs JDIBX (1.85). JDIBX was incepted earlier than TRTIX: JDIBX (12 years) vs TRTIX (11 years). JDIBX (1.10) is less costly to investors than TRTIX (0.68). JDIBX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDIBX has a lower initial minimum investment than TRTIX: JDIBX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. JDIBX (20.85). TRTIX return over 5 years is better than : 101.12 vs. JDIBX (43.20).
| JDIBX | TRTIX | JDIBX / TRTIX | |
| Total Expense Ratio | 1.09 | 0.68 | 160% |
| Annual Report Gross Expense Ratio | 1.10 | 0.68 | 162% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 13.445 | 15.852 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 17B | 40% |
| Annual Yield % from dividends | 1.85 | 2.42 | 76% |
| Returns for 1 year | 20.85 | 32.61 | 64% |
| Returns for 3 years | 32.44 | 86.76 | 37% |
| Returns for 5 years | 43.20 | 101.12 | 43% |
| Returns for 10 years | 83.63 | 162.59 | 51% |
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