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JDIUX vs TRWTX
JDIUX vs TRWTX Comparison
Open Charts JDIUX vs TRWTX
JDIUX vs TRWTX Comparison Chart in %
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JDIUX 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 JDIUX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDIUX has more cash in the bank: 6.8B vs. TRWTX (4.31B). TRWTX pays higher dividends than JDIUX: TRWTX (3.44) vs JDIUX (2.16). JDIUX was incepted earlier than TRWTX: JDIUX (14 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 : 23.48 vs. JDIUX (20.47). TRWTX return over 5 years is better than : 50.06 vs. JDIUX (41.38).
| JDIUX | TRWTX | JDIUX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 11.518 | 12.952 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 4.31B | 158% |
| Annual Yield % from dividends | 2.16 | 3.44 | 63% |
| Returns for 1 year | 20.47 | 23.48 | 87% |
| Returns for 3 years | 37.96 | 59.84 | 63% |
| Returns for 5 years | 41.38 | 50.06 | 83% |
| Returns for 10 years | 95.69 | 121.60 | 79% |
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