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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. JDVIX (6.78B). TROZX pays higher dividends than JDVIX: TROZX (2.81) vs JDVIX (1.99). 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 : 23.83 vs. JDVIX (15.70). TROZX return over 5 years is better than : 102.06 vs. JDVIX (46.30).
| 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 | 15.288 | 15.665 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 16.8B | 40% |
| Annual Yield % from dividends | 1.99 | 2.81 | 71% |
| Returns for 1 year | 15.70 | 23.83 | 66% |
| Returns for 3 years | 38.77 | 94.25 | 41% |
| Returns for 5 years | 46.30 | 102.06 | 45% |
| Returns for 10 years | 87.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement