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JPVZX vs TRWTX
JPVZX vs TRWTX Comparison
Open Charts JPVZX vs TRWTX
JPVZX vs TRWTX Comparison Chart in %
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JPVZX 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 JPVZX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JPVZX (3.8B). TRWTX pays higher dividends than JPVZX: TRWTX (3.43) vs JPVZX (2.31). JPVZX was incepted earlier than TRWTX: JPVZX (18 years) vs TRWTX (34 years). JPVZX (1.55) is less costly to investors than TRWTX (0.76). JPVZX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). JPVZX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVZX annual gain was more profitable for investors over the last year : 31.59 vs. TRWTX (20.47). JPVZX return over 5 years is better than : 96.87 vs. TRWTX (49.42).
| JPVZX | TRWTX | JPVZX / TRWTX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.55 | 0.76 | 204% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.986 | 13.508 | 89% |
| 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 | 2.31 | 3.43 | 67% |
| Returns for 1 year | 31.59 | 20.47 | 154% |
| Returns for 3 years | 91.61 | 53.74 | 170% |
| Returns for 5 years | 96.87 | 49.42 | 196% |
| Returns for 10 years | 155.97 | 112.38 | 139% |
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