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JDVIX vs TRWTX
JDVIX vs TRWTX Comparison
Open Charts JDVIX vs TRWTX
JDVIX vs TRWTX Comparison Chart in %
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JDVIX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDVIX has more cash in the bank: 6.79B vs. TRWTX (4.32B). TRWTX pays higher dividends than JDVIX: TRWTX (3.43) vs JDVIX (2.10). JDVIX was incepted earlier than TRWTX: JDVIX (12 years) vs TRWTX (34 years). JDVIX (0.85) is less costly to investors than TRWTX (0.76). JDVIX is a more actively managed with annual turnover of: 81.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JDVIX: TRWTX (0) vs JDVIX (250000). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. JDVIX (18.33). TRWTX return over 5 years is better than : 49.42 vs. JDVIX (42.52).
| JDVIX | TRWTX | JDVIX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.76 | 111% |
| Annual Report Gross Expense Ratio | 0.85 | 0.76 | 112% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 12.230 | 13.508 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.32B | 157% |
| Annual Yield % from dividends | 2.10 | 3.43 | 61% |
| Returns for 1 year | 18.33 | 20.47 | 90% |
| Returns for 3 years | 32.65 | 53.74 | 61% |
| Returns for 5 years | 42.52 | 49.42 | 86% |
| Returns for 10 years | 88.61 | 112.38 | 79% |
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