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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JIUCX (3.63B). TRWTX pays higher dividends than JIUCX: TRWTX (3.44) vs JIUCX (2.47). JIUCX was incepted earlier than TRWTX: JIUCX (20 years) vs TRWTX (33 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 : 29.64 vs. TRWTX (20.68). JIUCX return over 5 years is better than : 82.70 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 9.157 | 11.998 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 4.32B | 84% |
| Annual Yield % from dividends | 2.47 | 3.44 | 72% |
| Returns for 1 year | 29.64 | 20.68 | 143% |
| Returns for 3 years | 95.54 | 57.37 | 167% |
| Returns for 5 years | 82.70 | 46.23 | 179% |
| Returns for 10 years | 140.48 | 104.63 | 134% |
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