Interact to see
Advertisement
Advertisement
JDIBX vs TRTIX
JDIBX vs TRTIX Comparison
Open Charts JDIBX vs TRTIX
JDIBX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDIBX vs. TRTIX commentary
Jul 14, 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 StrongBuy 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 (2.52) vs JDIBX (1.90). 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 : 28.51 vs. JDIBX (17.98). TRTIX return over 5 years is better than : 94.24 vs. JDIBX (41.06).
| 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 | 12.065 | 12.962 | 93% |
| 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 | 1.90 | 2.52 | 75% |
| Returns for 1 year | 17.98 | 28.51 | 63% |
| Returns for 3 years | 31.61 | 83.95 | 38% |
| Returns for 5 years | 41.06 | 94.24 | 44% |
| Returns for 10 years | 85.04 | 158.80 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement