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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
Jul 05, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. JFEAX (3.77B). JFEAX (2.52) and TRTIX (2.52) 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 : 30.78 vs. TRTIX (27.70). JFEAX (96.27) and TRTIX (91.71) 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 | 11.206 | 12.410 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 16.9B | 22% |
| Annual Yield % from dividends | 2.52 | 2.52 | 100% |
| Returns for 1 year | 30.78 | 27.70 | 111% |
| Returns for 3 years | 94.75 | 86.25 | 110% |
| Returns for 5 years | 96.27 | 91.71 | 105% |
| Returns for 10 years | 165.99 | 162.81 | 102% |
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