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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JDISX (6.79B). TRTIX pays higher dividends than JDISX: TRTIX (2.42) vs JDISX (1.74). 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 : 32.61 vs. JDISX (20.74). TRTIX return over 5 years is better than : 101.12 vs. JDISX (42.58).
| 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 | 13.345 | 15.852 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 17B | 40% |
| Annual Yield % from dividends | 1.74 | 2.42 | 72% |
| Returns for 1 year | 20.74 | 32.61 | 64% |
| Returns for 3 years | 31.91 | 86.76 | 37% |
| Returns for 5 years | 42.58 | 101.12 | 42% |
| Returns for 10 years | 82.28 | 162.59 | 51% |
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