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JPVRX vs TROZX
JPVRX vs TROZX Comparison
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JPVRX vs TROZX Comparison Chart in %
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JPVRX vs. TROZX commentary
Aug 03, 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 JPVRX is a Buy and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. JPVRX (4B). TROZX pays higher dividends than JPVRX: TROZX (2.83) vs JPVRX (2.56). JPVRX was incepted earlier than TROZX: JPVRX (10 years) vs TROZX (6 years). JPVRX (0.80) is less costly to investors than TROZX (0.65). JPVRX is a more actively managed with annual turnover of: 29.00 vs. TROZX (15.00). JPVRX (0) and TROZX (0) have matching initial minimum investment requirements. JPVRX annual gain was more profitable for investors over the last year : 37.55 vs. TROZX (33.46). JPVRX (110.49) and TROZX (108.08) have equivalent 5 years return.
| JPVRX | TROZX | JPVRX / TROZX | |
| Total Expense Ratio | 0.65 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.80 | 0.65 | 123% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 16.576 | 16.300 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4B | 17B | 24% |
| Annual Yield % from dividends | 2.56 | 2.83 | 90% |
| Returns for 1 year | 37.55 | 33.46 | 112% |
| Returns for 3 years | 100.18 | 90.67 | 110% |
| Returns for 5 years | 110.49 | 108.08 | 102% |
| Returns for 10 years | N/A | N/A | - |
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