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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
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 JVMRX is a Hold and TRTZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. TRTZX (15.9B). TRTZX pays higher dividends than JVMRX: TRTZX (1.77) vs JVMRX (0.78). 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 (48.00). 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 : 22.86 vs. JVMRX (6.32). TRTZX return over 5 years is better than : 21.58 vs. JVMRX (14.37).
| 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 | 11.835 | 20.012 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 15.9B | 147% |
| Annual Yield % from dividends | 0.78 | 1.77 | 44% |
| Returns for 1 year | 6.32 | 22.86 | 28% |
| Returns for 3 years | 18.15 | 29.94 | 61% |
| Returns for 5 years | 14.37 | 21.58 | 67% |
| Returns for 10 years | 59.74 | N/A | - |
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