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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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JIUCX (3.71B). TRWTX pays higher dividends than JIUCX: TRWTX (3.44) vs JIUCX (2.47). 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 : 33.63 vs. TRWTX (23.48). JIUCX return over 5 years is better than : 91.54 vs. TRWTX (50.06).
| 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 | 10.146 | 12.952 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 4.31B | 86% |
| Annual Yield % from dividends | 2.47 | 3.44 | 72% |
| Returns for 1 year | 33.63 | 23.48 | 143% |
| Returns for 3 years | 95.99 | 59.84 | 160% |
| Returns for 5 years | 91.54 | 50.06 | 183% |
| Returns for 10 years | 161.86 | 121.60 | 133% |
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