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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
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 JDIVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIVX has more cash in the bank: 6.8B vs. TRWTX (4.31B). TRWTX pays higher dividends than JDIVX: TRWTX (3.44) vs JDIVX (2.17). JDIVX was incepted earlier than TRWTX: JDIVX (11 years) vs TRWTX (34 years). TRWTX (0.76) and JDIVX (0.75) 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 : 22.66 vs. JDIVX (19.85). TRWTX return over 5 years is better than : 48.71 vs. JDIVX (43.07).
| JDIVX | TRWTX | JDIVX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 11.578 | 12.714 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 4.31B | 158% |
| Annual Yield % from dividends | 2.17 | 3.44 | 63% |
| Returns for 1 year | 19.85 | 22.66 | 88% |
| Returns for 3 years | 38.15 | 59.51 | 64% |
| Returns for 5 years | 43.07 | 48.71 | 88% |
| Returns for 10 years | 106.72 | 121.13 | 88% |
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