Interact to see
Advertisement
Advertisement
JDVIX vs TROZX
JDVIX vs TROZX Comparison
Open Charts JDVIX vs TROZX
JDVIX vs TROZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVIX vs. TROZX commentary
Aug 03, 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 JDVIX is a Buy and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. JDVIX (6.79B). TROZX pays higher dividends than JDVIX: TROZX (2.83) vs JDVIX (2.04). JDVIX was incepted earlier than TROZX: JDVIX (12 years) vs TROZX (6 years). JDVIX (0.85) is less costly to investors than TROZX (0.65). JDVIX is a more actively managed with annual turnover of: 81.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than JDVIX: TROZX (0) vs JDVIX (250000). TROZX annual gain was more profitable for investors over the last year : 33.46 vs. JDVIX (21.21). TROZX return over 5 years is better than : 108.08 vs. JDVIX (44.68).
| JDVIX | TROZX | JDVIX / TROZX | |
| Total Expense Ratio | 0.84 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.85 | 0.65 | 131% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 13.609 | 16.300 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 17B | 40% |
| Annual Yield % from dividends | 2.04 | 2.83 | 72% |
| Returns for 1 year | 21.21 | 33.46 | 63% |
| Returns for 3 years | 33.40 | 90.67 | 37% |
| Returns for 5 years | 44.68 | 108.08 | 41% |
| Returns for 10 years | 87.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PGPRX | 28.56 | 0.07 | +0.25% |
| George Putnam Balanced R | |||
| FFAMX | 23.22 | 0.04 | +0.17% |
| Fidelity Advisor Asset Manager 50% A | |||
| BOSYX | 17.58 | -0.04 | -0.23% |
| BNY Mellon Sm Cp Val Y | |||
| AIFRX | 28.70 | -0.13 | -0.45% |
| abrdn Global Infrastructure Instl | |||
| GSIFX | 34.39 | -0.19 | -0.55% |
| Goldman Sachs International Eq ESG A | |||