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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
Sep 13, 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: 6.78B vs. TRWTX (4.25B). TRWTX pays higher dividends than JDICX: TRWTX (3.27) vs JDICX (1.23). JDICX was incepted earlier than TRWTX: JDICX (12 years) vs TRWTX (34 years). JDICX (1.85) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. JDICX (14.53). TRWTX return over 5 years is better than : 52.31 vs. JDICX (40.59).
| JDICX | TRWTX | JDICX / TRWTX | |
| Total Expense Ratio | 1.84 | 0.74 | 249% |
| Annual Report Gross Expense Ratio | 1.85 | 0.74 | 250% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 14.466 | 15.812 | 91% |
| Front Load | N/A | 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 | 1.23 | 3.27 | 38% |
| Returns for 1 year | 14.53 | 19.05 | 76% |
| Returns for 3 years | 34.58 | 64.39 | 54% |
| Returns for 5 years | 40.59 | 52.31 | 78% |
| Returns for 10 years | 74.46 | 110.45 | 67% |
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