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JNVMX vs TRWTX
JNVMX vs TRWTX Comparison
Open Charts JNVMX vs TRWTX
JNVMX vs TRWTX Comparison Chart in %
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JNVMX vs. TRWTX commentary
Sep 07, 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 JNVMX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.36B) and JNVMX (4.23B) have equal amount of cash in the bank . TRWTX pays higher dividends than JNVMX: TRWTX (3.27) vs JNVMX (2.58). JNVMX was incepted earlier than TRWTX: JNVMX (16 years) vs TRWTX (34 years). TRWTX (0.74) and JNVMX (0.71) have similar cost to investors . JNVMX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than JNVMX: TRWTX (0) vs JNVMX (15000000). JNVMX annual gain was more profitable for investors over the last year : 33.24 vs. TRWTX (24.82). JNVMX return over 5 years is better than : 110.54 vs. TRWTX (53.79).
| JNVMX | TRWTX | JNVMX / TRWTX | |
| Total Expense Ratio | 0.55 | 0.74 | 74% |
| Annual Report Gross Expense Ratio | 0.71 | 0.74 | 96% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 19.644 | 18.752 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 4.36B | 97% |
| Annual Yield % from dividends | 2.58 | 3.27 | 79% |
| Returns for 1 year | 33.24 | 24.82 | 134% |
| Returns for 3 years | 110.21 | 68.40 | 161% |
| Returns for 5 years | 110.54 | 53.79 | 205% |
| Returns for 10 years | 172.20 | 108.18 | 159% |
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