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JDISX vs TRWTX
JDISX vs TRWTX Comparison
Open Charts JDISX vs TRWTX
JDISX vs TRWTX Comparison Chart in %
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JDISX vs. TRWTX commentary
Jun 04, 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 StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDISX has more cash in the bank: 6.82B vs. TRWTX (4.36B). TRWTX pays higher dividends than JDISX: TRWTX (3.44) vs JDISX (1.77). JDISX was incepted earlier than TRWTX: JDISX (12 years) vs TRWTX (33 years). JDISX (1.25) is less costly to investors than TRWTX (0.76). JDISX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). JDISX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX (20.68) and JDISX (20.57) have marching annual gain over last year. TRWTX return over 5 years is better than : 46.23 vs. JDISX (35.52).
| JDISX | TRWTX | JDISX / TRWTX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 11.849 | 11.998 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 4.36B | 156% |
| Annual Yield % from dividends | 1.77 | 3.44 | 51% |
| Returns for 1 year | 20.57 | 20.68 | 100% |
| Returns for 3 years | 36.89 | 57.37 | 64% |
| Returns for 5 years | 35.52 | 46.23 | 77% |
| Returns for 10 years | 76.56 | 104.63 | 73% |
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