Interact to see
Advertisement
Advertisement
JIUCX vs TRTIX
JIUCX vs TRTIX Comparison
Open Charts JIUCX vs TRTIX
JIUCX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIUCX vs. TRTIX commentary
Aug 03, 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 JIUCX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JIUCX (4B). TRTIX (2.42) and JIUCX (2.33) have matching dividends . JIUCX was incepted earlier than TRTIX: JIUCX (20 years) vs TRTIX (11 years). JIUCX (1.78) is less costly to investors than TRTIX (0.68). JIUCX is a more actively managed with annual turnover of: 29.00 vs. TRTIX (15.00). JIUCX has a lower initial minimum investment than TRTIX: JIUCX (1000) vs TRTIX (500000). JIUCX annual gain was more profitable for investors over the last year : 36.40 vs. TRTIX (32.61). JIUCX (103.35) and TRTIX (101.12) have equivalent 5 years return.
| JIUCX | TRTIX | JIUCX / TRTIX | |
| Total Expense Ratio | 1.50 | 0.68 | 221% |
| Annual Report Gross Expense Ratio | 1.78 | 0.68 | 262% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 16.025 | 15.852 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4B | 17B | 24% |
| Annual Yield % from dividends | 2.33 | 2.42 | 97% |
| Returns for 1 year | 36.40 | 32.61 | 112% |
| Returns for 3 years | 95.09 | 86.76 | 110% |
| Returns for 5 years | 103.35 | 101.12 | 102% |
| Returns for 10 years | 160.05 | 162.59 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement