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JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JDIBX vs TRWTX Comparison Chart in %
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JDIBX vs. TRWTX commentary
Sep 12, 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 6.78B vs. TRWTX (4.25B). TRWTX pays higher dividends than JDIBX: TRWTX (3.27) vs JDIBX (1.81). JDIBX was incepted earlier than TRWTX: JDIBX (12 years) vs TRWTX (34 years). JDIBX (1.10) is less costly to investors than TRWTX (0.74). JDIBX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JDIBX: TRWTX (0) vs JDIBX (1000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. JDIBX (15.36). TRWTX return over 5 years is better than : 52.31 vs. JDIBX (44.84).
| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.10 | 0.74 | 149% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 15.066 | 15.812 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 4.25B | 160% |
| Annual Yield % from dividends | 1.81 | 3.27 | 55% |
| Returns for 1 year | 15.36 | 19.05 | 81% |
| Returns for 3 years | 37.62 | 64.39 | 58% |
| Returns for 5 years | 44.84 | 52.31 | 86% |
| Returns for 10 years | 83.59 | 110.45 | 76% |
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