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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
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JNVMX (3.71B). TRWTX pays higher dividends than JNVMX: TRWTX (3.44) vs JNVMX (2.75). 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 : 31.80 vs. TRWTX (19.35). JNVMX return over 5 years is better than : 92.20 vs. TRWTX (45.39).
| 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 | 10.886 | 12.316 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 4.3B | 86% |
| Annual Yield % from dividends | 2.75 | 3.44 | 80% |
| Returns for 1 year | 31.80 | 19.35 | 164% |
| Returns for 3 years | 99.39 | 55.30 | 180% |
| Returns for 5 years | 92.20 | 45.39 | 203% |
| Returns for 10 years | 179.53 | 117.81 | 152% |
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