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JPVRX vs TRTIX
JPVRX vs TRTIX Comparison
Open Charts JPVRX vs TRTIX
JPVRX vs TRTIX Comparison Chart in %
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JPVRX vs. TRTIX commentary
Jul 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 JPVRX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JPVRX (3.8B). JPVRX pays higher dividends than TRTIX: JPVRX (2.72) vs TRTIX (2.52). JPVRX was incepted earlier than TRTIX: JPVRX (10 years) vs TRTIX (11 years). JPVRX (0.80) is less costly to investors than TRTIX (0.68). JPVRX is a more actively managed with annual turnover of: 29.00 vs. TRTIX (15.00). JPVRX has a lower initial minimum investment than TRTIX: JPVRX (0) vs TRTIX (500000). JPVRX annual gain was more profitable for investors over the last year : 32.44 vs. TRTIX (28.51). JPVRX return over 5 years is better than : 102.44 vs. TRTIX (94.24).
| JPVRX | TRTIX | JPVRX / TRTIX | |
| Total Expense Ratio | 0.65 | 0.68 | 96% |
| Annual Report Gross Expense Ratio | 0.80 | 0.68 | 118% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 12.370 | 12.962 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 17B | 22% |
| Annual Yield % from dividends | 2.72 | 2.52 | 108% |
| Returns for 1 year | 32.44 | 28.51 | 114% |
| Returns for 3 years | 95.45 | 83.95 | 114% |
| Returns for 5 years | 102.44 | 94.24 | 109% |
| Returns for 10 years | N/A | 158.80 | - |
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