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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
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX (4.23B) and JPVZX (4.19B) have equal amount of cash in the bank . TRWTX pays higher dividends than JPVZX: TRWTX (3.27) vs JPVZX (2.15). JPVZX was incepted earlier than TRWTX: JPVZX (18 years) vs TRWTX (34 years). JPVZX (1.55) is less costly to investors than TRWTX (0.74). 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 : 27.32 vs. TRWTX (18.68). JPVZX return over 5 years is better than : 103.19 vs. TRWTX (52.28).
| JPVZX | TRWTX | JPVZX / TRWTX | |
| Total Expense Ratio | 1.30 | 0.74 | 176% |
| Annual Report Gross Expense Ratio | 1.55 | 0.74 | 209% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 16.204 | 15.097 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 4.23B | 99% |
| Annual Yield % from dividends | 2.15 | 3.27 | 66% |
| Returns for 1 year | 27.32 | 18.68 | 146% |
| Returns for 3 years | 95.29 | 62.47 | 153% |
| Returns for 5 years | 103.19 | 52.28 | 197% |
| Returns for 10 years | 160.22 | 108.16 | 148% |
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