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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDVIX has more cash in the bank: 6.78B vs. TRWTX (4.25B). TRWTX pays higher dividends than JDVIX: TRWTX (3.27) vs JDVIX (1.99). JDVIX was incepted earlier than TRWTX: JDVIX (12 years) vs TRWTX (34 years). JDVIX (0.85) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. JDVIX (15.70). TRWTX return over 5 years is better than : 52.31 vs. JDVIX (46.30).
| JDVIX | TRWTX | JDVIX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.85 | 0.74 | 115% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 15.288 | 15.812 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 4.25B | 160% |
| Annual Yield % from dividends | 1.99 | 3.27 | 61% |
| Returns for 1 year | 15.70 | 19.05 | 82% |
| Returns for 3 years | 38.77 | 64.39 | 60% |
| Returns for 5 years | 46.30 | 52.31 | 89% |
| Returns for 10 years | 87.06 | 110.45 | 79% |
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