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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
Sep 12, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.25B) and JIUCX (4.16B) have equal amount of cash in the bank . TRWTX pays higher dividends than JIUCX: TRWTX (3.27) vs JIUCX (2.31). JIUCX was incepted earlier than TRWTX: JIUCX (20 years) vs TRWTX (34 years). JIUCX (1.78) is less costly to investors than TRWTX (0.74). 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 : 26.78 vs. TRWTX (19.05). JIUCX return over 5 years is better than : 101.99 vs. TRWTX (52.31).
| JIUCX | TRWTX | JIUCX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.74 | 203% |
| Annual Report Gross Expense Ratio | 1.78 | 0.74 | 241% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 16.701 | 15.812 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 4.25B | 98% |
| Annual Yield % from dividends | 2.31 | 3.27 | 71% |
| Returns for 1 year | 26.78 | 19.05 | 141% |
| Returns for 3 years | 98.57 | 64.39 | 153% |
| Returns for 5 years | 101.99 | 52.31 | 195% |
| Returns for 10 years | 157.54 | 110.45 | 143% |
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