Interact to see
Advertisement
Advertisement
JDISX vs TRWTX
JDISX vs TRWTX Comparison
Open Charts JDISX vs TRWTX
JDISX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDISX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDISX has more cash in the bank: 6.8B vs. TRWTX (4.31B). TRWTX pays higher dividends than JDISX: TRWTX (3.44) vs JDISX (1.77). 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 : 22.66 vs. JDISX (19.30). TRWTX return over 5 years is better than : 48.71 vs. JDISX (37.42).
| 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 | 11.370 | 12.714 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 4.31B | 158% |
| Annual Yield % from dividends | 1.77 | 3.44 | 51% |
| Returns for 1 year | 19.30 | 22.66 | 85% |
| Returns for 3 years | 36.11 | 59.51 | 61% |
| Returns for 5 years | 37.42 | 48.71 | 77% |
| Returns for 10 years | 89.64 | 121.13 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement