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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JDIUX has more cash in the bank: 6.78B vs. TRWTX (4.25B). TRWTX pays higher dividends than JDIUX: TRWTX (3.27) vs JDIUX (2.09). JDIUX was incepted earlier than TRWTX: JDIUX (15 years) vs TRWTX (34 years). JDIUX (0.75) and TRWTX (0.74) 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 : 19.05 vs. JDIUX (15.75). TRWTX return over 5 years is better than : 52.31 vs. JDIUX (46.95).
| JDIUX | TRWTX | JDIUX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 15.357 | 15.812 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 4.25B | 160% |
| Annual Yield % from dividends | 2.09 | 3.27 | 64% |
| Returns for 1 year | 15.75 | 19.05 | 83% |
| Returns for 3 years | 39.13 | 64.39 | 61% |
| Returns for 5 years | 46.95 | 52.31 | 90% |
| Returns for 10 years | 88.46 | 110.45 | 80% |
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