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JIUCX vs TRWTX
JIUCX vs TRWTX Comparison
Open Charts JIUCX vs TRWTX
JIUCX vs TRWTX Comparison Chart in %
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JIUCX 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 JIUCX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JIUCX (3.8B). TRWTX pays higher dividends than JIUCX: TRWTX (3.43) vs JIUCX (2.48). JIUCX was incepted earlier than TRWTX: JIUCX (20 years) vs TRWTX (34 years). JIUCX (1.78) is less costly to investors than TRWTX (0.76). JIUCX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JIUCX: TRWTX (0) vs JIUCX (1000). JIUCX annual gain was more profitable for investors over the last year : 31.28 vs. TRWTX (20.47). JIUCX return over 5 years is better than : 95.59 vs. TRWTX (49.42).
| JIUCX | TRWTX | JIUCX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.78 | 0.76 | 234% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 11.863 | 13.508 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 4.32B | 88% |
| Annual Yield % from dividends | 2.48 | 3.43 | 72% |
| Returns for 1 year | 31.28 | 20.47 | 153% |
| Returns for 3 years | 90.49 | 53.74 | 168% |
| Returns for 5 years | 95.59 | 49.42 | 193% |
| Returns for 10 years | 152.47 | 112.38 | 136% |