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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
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JDVIX has more cash in the bank: 6.79B vs. TRWTX (4.33B). TRWTX pays higher dividends than JDVIX: TRWTX (3.44) vs JDVIX (2.07). 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 : 22.26 vs. JDVIX (19.81). TRWTX return over 5 years is better than : 51.25 vs. JDVIX (41.93).
| 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 | 11.451 | 12.952 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 4.33B | 157% |
| Annual Yield % from dividends | 2.07 | 3.44 | 60% |
| Returns for 1 year | 19.81 | 22.26 | 89% |
| Returns for 3 years | 27.55 | 44.41 | 62% |
| Returns for 5 years | 41.93 | 51.25 | 82% |
| Returns for 10 years | 83.31 | 109.40 | 76% |
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