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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
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.36B) and JFEAX (4.23B) have equal amount of cash in the bank . TRWTX pays higher dividends than JFEAX: TRWTX (3.27) vs JFEAX (2.35). JFEAX was incepted earlier than TRWTX: JFEAX (25 years) vs TRWTX (34 years). JFEAX (1.21) is less costly to investors than TRWTX (0.74). 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 : 32.60 vs. TRWTX (24.82). JFEAX return over 5 years is better than : 106.72 vs. TRWTX (53.79).
| JFEAX | TRWTX | JFEAX / TRWTX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.21 | 0.74 | 164% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 19.334 | 18.752 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 4.36B | 97% |
| Annual Yield % from dividends | 2.35 | 3.27 | 72% |
| Returns for 1 year | 32.60 | 24.82 | 131% |
| Returns for 3 years | 107.35 | 68.40 | 157% |
| Returns for 5 years | 106.72 | 53.79 | 198% |
| Returns for 10 years | 162.21 | 108.18 | 150% |
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