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JDIUX vs TRWTX
JDIUX vs TRWTX Comparison
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JDIUX vs TRWTX Comparison Chart in %
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JDIUX vs. TRWTX commentary
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIUX has more cash in the bank: 6.79B vs. TRWTX (4.32B). TRWTX pays higher dividends than JDIUX: TRWTX (3.43) vs JDIUX (2.19). JDIUX was incepted earlier than TRWTX: JDIUX (15 years) vs TRWTX (34 years). TRWTX (0.76) and JDIUX (0.75) have similar cost to investors . JDIUX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JDIUX: TRWTX (0) vs JDIUX (1000000). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. JDIUX (18.46). TRWTX return over 5 years is better than : 49.42 vs. JDIUX (43.16).
| JDIUX | TRWTX | JDIUX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 12.298 | 13.508 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.32B | 157% |
| Annual Yield % from dividends | 2.19 | 3.43 | 64% |
| Returns for 1 year | 18.46 | 20.47 | 90% |
| Returns for 3 years | 33.09 | 53.74 | 62% |
| Returns for 5 years | 43.16 | 49.42 | 87% |
| Returns for 10 years | 90.02 | 112.38 | 80% |