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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
Aug 23, 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: 6.94B vs. TRWTX (4.41B). TRWTX pays higher dividends than JDIBX: TRWTX (3.32) vs JDIBX (1.85). 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 : 23.42 vs. JDIBX (20.35). TRWTX return over 5 years is better than : 58.53 vs. JDIBX (51.10).
| 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 | 17.287 | 18.554 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 4.41B | 157% |
| Annual Yield % from dividends | 1.85 | 3.32 | 56% |
| Returns for 1 year | 20.35 | 23.42 | 87% |
| Returns for 3 years | 42.70 | 69.32 | 62% |
| Returns for 5 years | 51.10 | 58.53 | 87% |
| Returns for 10 years | 84.02 | 111.88 | 75% |
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