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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JIESX (3.71B). TRWTX pays higher dividends than JIESX: TRWTX (3.44) vs JIESX (2.64). 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 : 34.57 vs. TRWTX (23.48). JIESX return over 5 years is better than : 97.57 vs. TRWTX (50.06).
| 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 | 10.508 | 12.952 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 4.31B | 86% |
| Annual Yield % from dividends | 2.64 | 3.44 | 77% |
| Returns for 1 year | 34.57 | 23.48 | 147% |
| Returns for 3 years | 100.53 | 59.84 | 168% |
| Returns for 5 years | 97.57 | 50.06 | 195% |
| Returns for 10 years | 178.40 | 121.60 | 147% |
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