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JNUSX vs TRWTX
JNUSX vs TRWTX Comparison
Open Charts JNUSX vs TRWTX
JNUSX vs TRWTX Comparison Chart in %
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JNUSX vs. TRWTX commentary
Jul 05, 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 JNUSX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JNUSX (3.77B). TRWTX pays higher dividends than JNUSX: TRWTX (3.43) vs JNUSX (2.66). JNUSX was incepted earlier than TRWTX: JNUSX (33 years) vs TRWTX (34 years). JNUSX (0.80) is less costly to investors than TRWTX (0.76). JNUSX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JNUSX: TRWTX (0) vs JNUSX (3000000). JNUSX annual gain was more profitable for investors over the last year : 31.22 vs. TRWTX (18.84). JNUSX return over 5 years is better than : 99.25 vs. TRWTX (48.89).
| JNUSX | TRWTX | JNUSX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 11.400 | 12.793 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 4.3B | 88% |
| Annual Yield % from dividends | 2.66 | 3.43 | 78% |
| Returns for 1 year | 31.22 | 18.84 | 166% |
| Returns for 3 years | 96.80 | 56.43 | 172% |
| Returns for 5 years | 99.25 | 48.89 | 203% |
| Returns for 10 years | 174.24 | 115.84 | 150% |