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
Jul 26, 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: 16.5B vs. JFEAX (3.86B). 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 : 29.47 vs. TRTIX (25.11). JFEAX return over 5 years is better than : 103.00 vs. TRTIX (95.59).
| 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 | 13.024 | 12.452 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 16.5B | 23% |
| Annual Yield % from dividends | 2.52 | 2.52 | 100% |
| Returns for 1 year | 29.47 | 25.11 | 117% |
| Returns for 3 years | 91.18 | 81.28 | 112% |
| Returns for 5 years | 103.00 | 95.59 | 108% |
| Returns for 10 years | 163.70 | 156.25 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers