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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
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 JDICX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDICX has more cash in the bank: 6.79B vs. TRWTX (4.32B). TRWTX pays higher dividends than JDICX: TRWTX (3.43) vs JDICX (1.30). 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 : 20.47 vs. JDICX (17.13). TRWTX return over 5 years is better than : 49.42 vs. JDICX (36.86).
| 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 | 11.585 | 13.508 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.32B | 157% |
| Annual Yield % from dividends | 1.30 | 3.43 | 38% |
| Returns for 1 year | 17.13 | 20.47 | 84% |
| Returns for 3 years | 28.65 | 53.74 | 53% |
| Returns for 5 years | 36.86 | 49.42 | 75% |
| Returns for 10 years | 75.73 | 112.38 | 67% |
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