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JDICX vs TRWTX
JDICX vs TRWTX Comparison
Open Charts JDICX vs TRWTX
JDICX vs TRWTX Comparison Chart in %
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JDICX 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 JDICX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDICX has more cash in the bank: 6.94B vs. TRWTX (4.41B). TRWTX pays higher dividends than JDICX: TRWTX (3.32) vs JDICX (1.26). JDICX was incepted earlier than TRWTX: JDICX (12 years) vs TRWTX (34 years). JDICX (1.85) is less costly to investors than TRWTX (0.76). JDICX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JDICX: TRWTX (0) vs JDICX (1000). TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. JDICX (19.44). TRWTX return over 5 years is better than : 58.53 vs. JDICX (46.69).
| JDICX | TRWTX | JDICX / TRWTX | |
| Total Expense Ratio | 1.84 | 0.76 | 242% |
| Annual Report Gross Expense Ratio | 1.85 | 0.76 | 243% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 16.687 | 18.554 | 90% |
| Front Load | N/A | 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 | 1.26 | 3.32 | 38% |
| Returns for 1 year | 19.44 | 23.42 | 83% |
| Returns for 3 years | 39.58 | 69.32 | 57% |
| Returns for 5 years | 46.69 | 58.53 | 80% |
| Returns for 10 years | 74.88 | 111.88 | 67% |
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