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DFVIX vs TRWTX
DFVIX vs TRWTX Comparison
Open Charts DFVIX vs TRWTX
DFA International Value III
Price$18.12
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets2.79B
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
DFVIX vs TRWTX Comparison Chart
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DFVIX vs. TRWTX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. DFVIX (2.79B). 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 : 12.59 vs. TRWTX (7.68). DFVIX return over 5 years is better than : 37.97 vs. TRWTX (23.04).
| 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 | 2.431 | 1.613 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 4.12B | 68% |
| Annual Yield % from dividends | 4.17 | 3.11 | 134% |
| Returns for 1 year | 12.59 | 7.68 | 164% |
| Returns for 3 years | 13.26 | 2.86 | 464% |
| Returns for 5 years | 37.97 | 23.04 | 165% |
| Returns for 10 years | 43.41 | 46.82 | 93% |
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