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JFEAX vs TRWTX
JFEAX vs TRWTX Comparison
Open Charts JFEAX vs TRWTX
JFEAX vs TRWTX Comparison Chart in %
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JFEAX vs. TRWTX 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. JFEAX (4.07B). TRWTX pays higher dividends than JFEAX: TRWTX (3.32) vs JFEAX (2.37). JFEAX was incepted earlier than TRWTX: JFEAX (25 years) vs TRWTX (34 years). JFEAX (1.21) is less costly to investors than TRWTX (0.76). JFEAX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JFEAX: TRWTX (0) vs JFEAX (1000). JFEAX annual gain was more profitable for investors over the last year : 30.66 vs. TRWTX (23.74). JFEAX return over 5 years is better than : 103.32 vs. TRWTX (55.26).
| JFEAX | TRWTX | JFEAX / TRWTX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 17.718 | 18.911 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 4.45B | 91% |
| Annual Yield % from dividends | 2.37 | 3.32 | 71% |
| Returns for 1 year | 30.66 | 23.74 | 129% |
| Returns for 3 years | 106.15 | 68.28 | 155% |
| Returns for 5 years | 103.32 | 55.26 | 187% |
| Returns for 10 years | 163.50 | 113.15 | 145% |
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