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JDVIX vs TROZX
JDVIX vs TROZX Comparison
Open Charts JDVIX vs TROZX
JDVIX vs TROZX Comparison Chart in %
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JDVIX vs. TROZX commentary
Jul 14, 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 StrongBuy 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 (2.95) vs JDVIX (2.10). 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 : 29.33 vs. JDVIX (18.33). TROZX return over 5 years is better than : 100.86 vs. JDVIX (42.52).
| 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 | 12.230 | 13.336 | 92% |
| 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 | 2.10 | 2.95 | 71% |
| Returns for 1 year | 18.33 | 29.33 | 63% |
| Returns for 3 years | 32.65 | 87.69 | 37% |
| Returns for 5 years | 42.52 | 100.86 | 42% |
| Returns for 10 years | 88.61 | N/A | - |
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