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DFVIX vs TRWTX
DFVIX vs TRWTX Comparison
Open Charts DFVIX vs TRWTX
DFA International Value III
Price$17.42
Change-$0.39 (-2.19%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
DFVIX vs TRWTX Comparison Chart
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DFVIX vs. TRWTX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. DFVIX (2.75B). DFVIX pays higher dividends than TRWTX: DFVIX (4.17) vs TRWTX (3.11). DFVIX was incepted earlier than TRWTX: DFVIX (30 years) vs TRWTX (32 years). TRWTX is a more actively managed with annual turnover of: 16.00 vs. DFVIX (13.00). DFVIX (0) and TRWTX (0) have matching initial minimum investment requirements. DFVIX annual gain was more profitable for investors over the last year : 10.21 vs. TRWTX (8.52). DFVIX return over 5 years is better than : 35.25 vs. TRWTX (25.36).
| DFVIX | TRWTX | DFVIX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 7.584 | 5.700 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 4.31B | 64% |
| Annual Yield % from dividends | 4.17 | 3.11 | 134% |
| Returns for 1 year | 10.21 | 8.52 | 120% |
| Returns for 3 years | 22.18 | 7.48 | 296% |
| Returns for 5 years | 35.25 | 25.36 | 139% |
| Returns for 10 years | 38.12 | 43.63 | 87% |
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