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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
Jul 06, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JNVMX (3.77B). TRWTX pays higher dividends than JNVMX: TRWTX (3.43) vs JNVMX (2.77). 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 : 31.40 vs. TRWTX (18.84). JNVMX return over 5 years is better than : 100.01 vs. TRWTX (48.89).
| 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 | 11.430 | 12.793 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 4.3B | 88% |
| Annual Yield % from dividends | 2.77 | 3.43 | 81% |
| Returns for 1 year | 31.40 | 18.84 | 167% |
| Returns for 3 years | 97.44 | 56.43 | 173% |
| Returns for 5 years | 100.01 | 48.89 | 205% |
| Returns for 10 years | 176.36 | 115.84 | 152% |