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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
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JFEAX (3.71B). TRWTX pays higher dividends than JFEAX: TRWTX (3.44) vs JFEAX (2.51). 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 : 31.24 vs. TRWTX (19.35). JFEAX return over 5 years is better than : 88.70 vs. TRWTX (45.39).
| 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 | 10.702 | 12.316 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 4.3B | 86% |
| Annual Yield % from dividends | 2.51 | 3.44 | 73% |
| Returns for 1 year | 31.24 | 19.35 | 161% |
| Returns for 3 years | 96.80 | 55.30 | 175% |
| Returns for 5 years | 88.70 | 45.39 | 195% |
| Returns for 10 years | 168.99 | 117.81 | 143% |
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