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JDISX vs TRTIX
JDISX vs TRTIX Comparison
Open Charts JDISX vs TRTIX
JDISX vs TRTIX Comparison Chart in %
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JDISX vs. TRTIX commentary
Jun 24, 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 JDISX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. JDISX (6.8B). TRTIX pays higher dividends than JDISX: TRTIX (2.52) vs JDISX (1.77). JDISX was incepted earlier than TRTIX: JDISX (12 years) vs TRTIX (11 years). JDISX (1.25) is less costly to investors than TRTIX (0.68). JDISX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDISX has a lower initial minimum investment than TRTIX: JDISX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.29 vs. JDISX (19.30). TRTIX return over 5 years is better than : 89.20 vs. JDISX (37.42).
| JDISX | TRTIX | JDISX / TRTIX | |
| Total Expense Ratio | 1.24 | 0.68 | 182% |
| Annual Report Gross Expense Ratio | 1.25 | 0.68 | 184% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.370 | 11.772 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 16.9B | 40% |
| Annual Yield % from dividends | 1.77 | 2.52 | 70% |
| Returns for 1 year | 19.30 | 31.29 | 62% |
| Returns for 3 years | 36.11 | 89.23 | 40% |
| Returns for 5 years | 37.42 | 89.20 | 42% |
| Returns for 10 years | 89.64 | 169.81 | 53% |
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