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JDIUX vs TRTIX
JDIUX vs TRTIX Comparison
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JDIUX vs TRTIX Comparison Chart in %
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JDIUX 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 JDIUX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JDIUX (6.79B). TRTIX pays higher dividends than JDIUX: TRTIX (2.42) vs JDIUX (2.14). JDIUX was incepted earlier than TRTIX: JDIUX (15 years) vs TRTIX (11 years). JDIUX (0.75) is less costly to investors than TRTIX (0.68). JDIUX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than JDIUX: TRTIX (500000) vs JDIUX (1000000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. JDIUX (21.34). TRTIX return over 5 years is better than : 101.12 vs. JDIUX (45.22).
| JDIUX | TRTIX | JDIUX / TRTIX | |
| Total Expense Ratio | 0.74 | 0.68 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 13.677 | 15.852 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 17B | 40% |
| Annual Yield % from dividends | 2.14 | 2.42 | 88% |
| Returns for 1 year | 21.34 | 32.61 | 65% |
| Returns for 3 years | 33.84 | 86.76 | 39% |
| Returns for 5 years | 45.22 | 101.12 | 45% |
| Returns for 10 years | 88.41 | 162.59 | 54% |
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