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JFEAX vs TRTIX
JFEAX vs TRTIX Comparison
Open Charts JFEAX vs TRTIX
JFEAX vs TRTIX Comparison Chart in %
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JFEAX vs. TRTIX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. JFEAX (4.23B). TRTIX (2.40) and JFEAX (2.35) 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 : 32.60 vs. TRTIX (28.79). JFEAX return over 5 years is better than : 106.72 vs. TRTIX (96.39).
| 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 | 19.334 | 17.680 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 17.1B | 25% |
| Annual Yield % from dividends | 2.35 | 2.40 | 98% |
| Returns for 1 year | 32.60 | 28.79 | 113% |
| Returns for 3 years | 107.35 | 94.98 | 113% |
| Returns for 5 years | 106.72 | 96.39 | 111% |
| Returns for 10 years | 162.21 | 154.32 | 105% |
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