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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JFEAX (3.77B). TRWTX pays higher dividends than JFEAX: TRWTX (3.43) vs JFEAX (2.52). 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 : 30.78 vs. TRWTX (18.84). JFEAX return over 5 years is better than : 96.27 vs. TRWTX (48.89).
| 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 | 11.206 | 12.793 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 4.3B | 88% |
| Annual Yield % from dividends | 2.52 | 3.43 | 74% |
| Returns for 1 year | 30.78 | 18.84 | 163% |
| Returns for 3 years | 94.75 | 56.43 | 168% |
| Returns for 5 years | 96.27 | 48.89 | 197% |
| Returns for 10 years | 165.99 | 115.84 | 143% |
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