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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
Jul 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 JIESX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JIESX (3.8B). TRWTX pays higher dividends than JIESX: TRWTX (3.43) vs JIESX (2.65). JIESX was incepted earlier than TRWTX: JIESX (25 years) vs TRWTX (34 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 : 32.26 vs. TRWTX (20.47). JIESX return over 5 years is better than : 101.69 vs. TRWTX (49.42).
| 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 | 34 years | - |
| Gain YTD | 12.317 | 13.508 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 4.32B | 88% |
| Annual Yield % from dividends | 2.65 | 3.43 | 77% |
| Returns for 1 year | 32.26 | 20.47 | 158% |
| Returns for 3 years | 94.79 | 53.74 | 176% |
| Returns for 5 years | 101.69 | 49.42 | 206% |
| Returns for 10 years | 168.45 | 112.38 | 150% |
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