Interact to see
Advertisement
Advertisement
JDIVX vs TRWTX
JDIVX vs TRWTX Comparison
Open Charts JDIVX vs TRWTX
JDIVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDIVX vs. TRWTX commentary
Aug 23, 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: 6.94B vs. TRWTX (4.41B). TRWTX pays higher dividends than JDIVX: TRWTX (3.32) vs JDIVX (2.14). JDIVX was incepted earlier than TRWTX: JDIVX (11 years) vs TRWTX (34 years). TRWTX (0.76) and JDIVX (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 : 23.42 vs. JDIVX (20.83). TRWTX (58.53) and JDIVX (56.66) have equivalent 5 years return.
| JDIVX | TRWTX | JDIVX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 0.74 | 0.76 | 97% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 17.516 | 18.554 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 4.41B | 157% |
| Annual Yield % from dividends | 2.14 | 3.32 | 64% |
| Returns for 1 year | 20.83 | 23.42 | 89% |
| Returns for 3 years | 44.30 | 69.32 | 64% |
| Returns for 5 years | 56.66 | 58.53 | 97% |
| Returns for 10 years | 99.32 | 111.88 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers