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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JPVRX (3.8B). TRWTX pays higher dividends than JPVRX: TRWTX (3.43) vs JPVRX (2.72). 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 : 32.44 vs. TRWTX (20.47). JPVRX return over 5 years is better than : 102.44 vs. TRWTX (49.42).
| 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 | 12.370 | 13.508 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 4.32B | 88% |
| Annual Yield % from dividends | 2.72 | 3.43 | 79% |
| Returns for 1 year | 32.44 | 20.47 | 159% |
| Returns for 3 years | 95.45 | 53.74 | 178% |
| Returns for 5 years | 102.44 | 49.42 | 207% |
| Returns for 10 years | N/A | 112.38 | - |