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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
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 TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
JDISX has more cash in the bank: 6.79B vs. TRWTX (4.38B). TRWTX pays higher dividends than JDISX: TRWTX (3.32) vs JDISX (1.74). JDISX was incepted earlier than TRWTX: JDISX (12 years) vs TRWTX (34 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 annual gain was more profitable for investors over the last year : 25.88 vs. JDISX (20.74). TRWTX return over 5 years is better than : 54.20 vs. JDISX (42.58).
| 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 | 34 years | - |
| Gain YTD | 13.345 | 16.011 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.38B | 155% |
| Annual Yield % from dividends | 1.74 | 3.32 | 52% |
| Returns for 1 year | 20.74 | 25.88 | 80% |
| Returns for 3 years | 31.91 | 57.59 | 55% |
| Returns for 5 years | 42.58 | 54.20 | 79% |
| Returns for 10 years | 82.28 | 114.15 | 72% |
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