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JDIVX vs TRWTX
JDIVX vs TRWTX Comparison
Open Charts JDIVX vs TRWTX
JDIVX vs TRWTX Comparison Chart in %
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JDIVX 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 JDIVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIVX has more cash in the bank: 6.78B vs. TRWTX (4.25B). TRWTX pays higher dividends than JDIVX: TRWTX (3.27) vs JDIVX (2.09). JDIVX was incepted earlier than TRWTX: JDIVX (11 years) vs TRWTX (34 years). JDIVX (0.74) and TRWTX (0.74) have similar cost to investors . JDIVX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). JDIVX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. JDIVX (15.82). TRWTX (52.31) and JDIVX (50.16) have equivalent 5 years return.
| JDIVX | TRWTX | JDIVX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.74 | 0.74 | 100% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 15.357 | 15.812 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 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 | 15.82 | 19.05 | 83% |
| Returns for 3 years | 39.15 | 64.39 | 61% |
| Returns for 5 years | 50.16 | 52.31 | 96% |
| Returns for 10 years | 98.79 | 110.45 | 89% |
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