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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPVRX vs TRWTX Comparison Chart in %
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JPVRX vs. TRWTX commentary
Aug 24, 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. JPVRX (4.1B). TRWTX pays higher dividends than JPVRX: TRWTX (3.32) vs JPVRX (2.56). JPVRX was incepted earlier than TRWTX: JPVRX (10 years) vs TRWTX (34 years). JPVRX (0.80) is less costly to investors than TRWTX (0.76). JPVRX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). JPVRX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVRX annual gain was more profitable for investors over the last year : 30.78 vs. TRWTX (23.42). JPVRX return over 5 years is better than : 115.72 vs. TRWTX (58.53).
| JPVRX | TRWTX | JPVRX / TRWTX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 18.308 | 18.554 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 4.41B | 93% |
| Annual Yield % from dividends | 2.56 | 3.32 | 77% |
| Returns for 1 year | 30.78 | 23.42 | 131% |
| Returns for 3 years | 110.58 | 69.32 | 160% |
| Returns for 5 years | 115.72 | 58.53 | 198% |
| Returns for 10 years | N/A | 111.88 | - |
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