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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
Jun 16, 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 TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 6.8B vs. TRWTX (4.3B). TRWTX pays higher dividends than JDIBX: TRWTX (3.44) vs JDIBX (1.87). JDIBX was incepted earlier than TRWTX: JDIBX (12 years) vs TRWTX (34 years). JDIBX (1.10) is less costly to investors than TRWTX (0.76). 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 : 20.92 vs. JDIBX (19.52). TRWTX return over 5 years is better than : 46.25 vs. JDIBX (36.08).
| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 11.705 | 12.316 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 4.3B | 158% |
| Annual Yield % from dividends | 1.87 | 3.44 | 55% |
| Returns for 1 year | 19.52 | 20.92 | 93% |
| Returns for 3 years | 32.43 | 53.32 | 61% |
| Returns for 5 years | 36.08 | 46.25 | 78% |
| Returns for 10 years | 85.26 | 114.52 | 74% |
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