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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
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 TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
JDVIX has more cash in the bank: 6.79B vs. TRWTX (4.38B). TRWTX pays higher dividends than JDVIX: TRWTX (3.32) vs JDVIX (2.04). 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 : 25.88 vs. JDVIX (21.21). TRWTX return over 5 years is better than : 54.20 vs. JDVIX (44.68).
| 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 | 13.609 | 16.011 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.38B | 155% |
| Annual Yield % from dividends | 2.04 | 3.32 | 61% |
| Returns for 1 year | 21.21 | 25.88 | 82% |
| Returns for 3 years | 33.40 | 57.59 | 58% |
| Returns for 5 years | 44.68 | 54.20 | 82% |
| Returns for 10 years | 87.18 | 114.15 | 76% |
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