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JIUCX vs TRTIX
JIUCX vs TRTIX Comparison
Open Charts JIUCX vs TRTIX
JIUCX vs TRTIX Comparison Chart in %
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JIUCX vs. TRTIX 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 JIUCX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JIUCX (3.8B). TRTIX (2.52) and JIUCX (2.48) 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 : 31.28 vs. TRTIX (28.51). JIUCX (95.59) and TRTIX (94.24) 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 | 11.863 | 12.962 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 17B | 22% |
| Annual Yield % from dividends | 2.48 | 2.52 | 99% |
| Returns for 1 year | 31.28 | 28.51 | 110% |
| Returns for 3 years | 90.49 | 83.95 | 108% |
| Returns for 5 years | 95.59 | 94.24 | 101% |
| Returns for 10 years | 152.47 | 158.80 | 96% |
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