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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
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. JNVMX (4.07B). TRWTX pays higher dividends than JNVMX: TRWTX (3.32) vs JNVMX (2.60). JNVMX was incepted earlier than TRWTX: JNVMX (16 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than JNVMX (0.71). 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 : 31.21 vs. TRWTX (23.74). JNVMX return over 5 years is better than : 107.22 vs. TRWTX (55.26).
| JNVMX | TRWTX | JNVMX / TRWTX | |
| Total Expense Ratio | 0.55 | 0.76 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 0.76 | 93% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 18.011 | 18.911 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 4.45B | 91% |
| Annual Yield % from dividends | 2.60 | 3.32 | 78% |
| Returns for 1 year | 31.21 | 23.74 | 131% |
| Returns for 3 years | 108.94 | 68.28 | 160% |
| Returns for 5 years | 107.22 | 55.26 | 194% |
| Returns for 10 years | 173.82 | 113.15 | 154% |
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