Ad is loading...
DFVIX vs TRWTX
DFVIX vs TRWTX Comparison
Open Charts DFVIX vs TRWTX
DFA International Value III
Price$18.61
Change+$0.48 (+2.65%)
VolumeN/A
Net Assets2.72B
Transamerica International Equity I3
Price$21.27
Change+$0.58 (+2.80%)
VolumeN/A
Net Assets3.84B
DFVIX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFVIX 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 DFVIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.84B vs. DFVIX (2.73B). DFVIX pays higher dividends than TRWTX: DFVIX (3.81) vs TRWTX (2.51). DFVIX was incepted earlier than TRWTX: DFVIX (30 years) vs TRWTX (32 years). TRWTX (0.76) is less costly to investors than DFVIX (0.45). DFVIX is a more actively managed with annual turnover of: 13.00 vs. TRWTX (12.00). DFVIX (0) and TRWTX (0) have matching initial minimum investment requirements. DFVIX annual gain was more profitable for investors over the last year : 5.42 vs. TRWTX (2.07). DFVIX return over 5 years is better than : 99.20 vs. TRWTX (59.25).
| DFVIX | TRWTX | DFVIX / TRWTX | |
| Total Expense Ratio | 0.25 | 0.76 | 33% |
| Annual Report Gross Expense Ratio | 0.45 | 0.76 | 59% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 5.515 | 1.124 | 491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 3.84B | 71% |
| Annual Yield % from dividends | 3.81 | 2.51 | 152% |
| Returns for 1 year | 5.42 | 2.07 | 262% |
| Returns for 3 years | 24.16 | 13.35 | 181% |
| Returns for 5 years | 99.20 | 59.25 | 167% |
| Returns for 10 years | 35.77 | 33.45 | 107% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers