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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
Jun 15, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. JPVZX (3.71B). TRWTX pays higher dividends than JPVZX: TRWTX (3.44) vs JPVZX (2.30). 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 : 30.90 vs. TRWTX (19.35). JPVZX return over 5 years is better than : 86.29 vs. TRWTX (45.39).
| 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 | 10.545 | 12.316 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 4.3B | 86% |
| Annual Yield % from dividends | 2.30 | 3.44 | 67% |
| Returns for 1 year | 30.90 | 19.35 | 160% |
| Returns for 3 years | 94.97 | 55.30 | 172% |
| Returns for 5 years | 86.29 | 45.39 | 190% |
| Returns for 10 years | 162.17 | 117.81 | 138% |