Interact to see
Advertisement
Advertisement
JFEAX vs TRTIX
JFEAX vs TRTIX Comparison
Open Charts JFEAX vs TRTIX
JFEAX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFEAX vs. TRTIX commentary
Aug 17, 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 JFEAX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.4B vs. JFEAX (4.07B). TRTIX (2.42) and JFEAX (2.37) have matching dividends . JFEAX was incepted earlier than TRTIX: JFEAX (25 years) vs TRTIX (11 years). JFEAX (1.21) is less costly to investors than TRTIX (0.68). JFEAX is a more actively managed with annual turnover of: 29.00 vs. TRTIX (15.00). JFEAX has a lower initial minimum investment than TRTIX: JFEAX (1000) vs TRTIX (500000). JFEAX annual gain was more profitable for investors over the last year : 30.66 vs. TRTIX (28.21). JFEAX (103.32) and TRTIX (98.33) have equivalent 5 years return.
| JFEAX | TRTIX | JFEAX / TRTIX | |
| Total Expense Ratio | 1.00 | 0.68 | 147% |
| Annual Report Gross Expense Ratio | 1.21 | 0.68 | 178% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 17.718 | 17.892 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 17.4B | 23% |
| Annual Yield % from dividends | 2.37 | 2.42 | 98% |
| Returns for 1 year | 30.66 | 28.21 | 109% |
| Returns for 3 years | 106.15 | 96.09 | 110% |
| Returns for 5 years | 103.32 | 98.33 | 105% |
| Returns for 10 years | 163.50 | 160.07 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement