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JIESX vs TRWTX
JIESX vs TRWTX Comparison
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JIESX vs TRWTX Comparison Chart in %
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JIESX vs. TRWTX commentary
Jun 04, 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 StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JIESX (3.63B). TRWTX pays higher dividends than JIESX: TRWTX (3.44) vs JIESX (2.64). JIESX was incepted earlier than TRWTX: JIESX (25 years) vs TRWTX (33 years). JIESX (0.95) is less costly to investors than TRWTX (0.76). 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 : 30.60 vs. TRWTX (20.68). JIESX return over 5 years is better than : 88.39 vs. TRWTX (46.23).
| JIESX | TRWTX | JIESX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.482 | 11.998 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 4.32B | 84% |
| Annual Yield % from dividends | 2.64 | 3.44 | 77% |
| Returns for 1 year | 30.60 | 20.68 | 148% |
| Returns for 3 years | 100.08 | 57.37 | 174% |
| Returns for 5 years | 88.39 | 46.23 | 191% |
| Returns for 10 years | 155.54 | 104.63 | 149% |
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