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CSVFX vs TRWTX
CSVFX vs TRWTX Comparison
Open Charts CSVFX vs TRWTX
Columbia International Div Inc Inst
Price$18.95
Change+$0.48 (+2.60%)
VolumeN/A
Net Assets494.35M
Transamerica International Equity I3
Price$21.27
Change+$0.58 (+2.80%)
VolumeN/A
Net Assets3.84B
CSVFX vs TRWTX Comparison Chart
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CSVFX vs. TRWTX commentary
Apr 12, 2025
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 CSVFX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.84B vs. CSVFX (494M). TRWTX (2.51) and CSVFX (2.44) have matching dividends . CSVFX was incepted earlier than TRWTX: CSVFX (24 years) vs TRWTX (32 years). CSVFX (1.05) is less costly to investors than TRWTX (0.76). CSVFX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than CSVFX: TRWTX (0) vs CSVFX (2000). TRWTX annual gain was more profitable for investors over the last year : 2.07 vs. CSVFX (-5.92). TRWTX return over 5 years is better than : 59.25 vs. CSVFX (28.73).
| CSVFX | TRWTX | CSVFX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -0.623 | 1.124 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 3.84B | 13% |
| Annual Yield % from dividends | 2.44 | 2.51 | 97% |
| Returns for 1 year | -5.92 | 2.07 | -286% |
| Returns for 3 years | 6.82 | 13.35 | 51% |
| Returns for 5 years | 28.73 | 59.25 | 48% |
| Returns for 10 years | 16.68 | 33.45 | 50% |
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