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JPVZX vs TRTIX
JPVZX vs TRTIX Comparison
Open Charts JPVZX vs TRTIX
JPVZX vs TRTIX Comparison Chart in %
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JPVZX vs. TRTIX 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 JPVZX is a StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. JPVZX (4.1B). TRTIX pays higher dividends than JPVZX: TRTIX (2.42) vs JPVZX (2.17). JPVZX was incepted earlier than TRTIX: JPVZX (18 years) vs TRTIX (11 years). JPVZX (1.55) is less costly to investors than TRTIX (0.68). JPVZX is a more actively managed with annual turnover of: 29.00 vs. TRTIX (15.00). JPVZX has a lower initial minimum investment than TRTIX: JPVZX (0) vs TRTIX (500000). JPVZX annual gain was more profitable for investors over the last year : 29.92 vs. TRTIX (27.90). JPVZX return over 5 years is better than : 109.68 vs. TRTIX (103.68).
| JPVZX | TRTIX | JPVZX / TRTIX | |
| Total Expense Ratio | 1.30 | 0.68 | 191% |
| Annual Report Gross Expense Ratio | 1.55 | 0.68 | 228% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 17.798 | 17.552 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 17.3B | 24% |
| Annual Yield % from dividends | 2.17 | 2.42 | 90% |
| Returns for 1 year | 29.92 | 27.90 | 107% |
| Returns for 3 years | 106.43 | 97.32 | 109% |
| Returns for 5 years | 109.68 | 103.68 | 106% |
| Returns for 10 years | 157.07 | 157.98 | 99% |
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