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JIESX vs TRWTX
JIESX vs TRWTX Comparison
Open Charts JIESX vs TRWTX
JIESX vs TRWTX Comparison Chart in %
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JIESX vs. TRWTX commentary
Sep 12, 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 JIESX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.25B) and JIESX (4.16B) have equal amount of cash in the bank . TRWTX pays higher dividends than JIESX: TRWTX (3.27) vs JIESX (2.47). JIESX was incepted earlier than TRWTX: JIESX (25 years) vs TRWTX (34 years). JIESX (0.95) is less costly to investors than TRWTX (0.74). JIESX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JIESX: TRWTX (0) vs JIESX (1000000). JIESX annual gain was more profitable for investors over the last year : 27.71 vs. TRWTX (19.05). JIESX return over 5 years is better than : 108.34 vs. TRWTX (52.31).
| JIESX | TRWTX | JIESX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.95 | 0.74 | 128% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 17.302 | 15.812 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 4.25B | 98% |
| Annual Yield % from dividends | 2.47 | 3.27 | 75% |
| Returns for 1 year | 27.71 | 19.05 | 145% |
| Returns for 3 years | 102.98 | 64.39 | 160% |
| Returns for 5 years | 108.34 | 52.31 | 207% |
| Returns for 10 years | 173.79 | 110.45 | 157% |
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