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JVMRX vs TRTZX
JVMRX vs TRTZX Comparison
Open Charts JVMRX vs TRTZX
JVMRX vs TRTZX Comparison Chart in %
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JVMRX vs. TRTZX commentary
Jun 04, 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 JVMRX is a Buy and TRTZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. TRTZX (15.8B). TRTZX pays higher dividends than JVMRX: TRTZX (1.85) vs JVMRX (0.81). JVMRX was incepted earlier than TRTZX: JVMRX (15 years) vs TRTZX (6 years). JVMRX (0.75) is less costly to investors than TRTZX (0.70). TRTZX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). TRTZX has a lower initial minimum investment than JVMRX: TRTZX (0) vs JVMRX (1000000). TRTZX annual gain was more profitable for investors over the last year : 22.79 vs. JVMRX (7.17). TRTZX return over 5 years is better than : 10.32 vs. JVMRX (5.11).
| JVMRX | TRTZX | JVMRX / TRTZX | |
| Total Expense Ratio | 0.74 | 0.06 | 1,233% |
| Annual Report Gross Expense Ratio | 0.75 | 0.70 | 107% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.227 | 14.831 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 15.8B | 142% |
| Annual Yield % from dividends | 0.81 | 1.85 | 44% |
| Returns for 1 year | 7.17 | 22.79 | 31% |
| Returns for 3 years | 20.52 | 32.73 | 63% |
| Returns for 5 years | 5.11 | 10.32 | 50% |
| Returns for 10 years | 54.85 | N/A | - |
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