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DFWVX vs TRWTX
DFWVX vs TRWTX Comparison
Open Charts DFWVX vs TRWTX
DFA World ex US Value Port I
Price$12.82
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets282.27M
Transamerica International Equity I3
Price$20.69
Change-$0.40 (-1.90%)
VolumeN/A
Net Assets3.93B
DFWVX vs TRWTX Comparison Chart
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DFWVX vs. TRWTX commentary
Apr 11, 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 DFWVX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.93B vs. DFWVX (282M). DFWVX pays higher dividends than TRWTX: DFWVX (3.98) vs TRWTX (2.51). DFWVX was incepted earlier than TRWTX: DFWVX (15 years) vs TRWTX (32 years). TRWTX (0.76) is less costly to investors than DFWVX (0.57). DFWVX is a more actively managed with annual turnover of: 13.00 vs. TRWTX (12.00). DFWVX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 4.10 vs. DFWVX (0.95). DFWVX return over 5 years is better than : 79.74 vs. TRWTX (62.33).
| DFWVX | TRWTX | DFWVX / TRWTX | |
| Total Expense Ratio | 0.38 | 0.76 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 0.76 | 75% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 0.380 | 3.079 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 3.93B | 7% |
| Annual Yield % from dividends | 3.98 | 2.51 | 159% |
| Returns for 1 year | 0.95 | 4.10 | 23% |
| Returns for 3 years | 13.37 | 15.07 | 89% |
| Returns for 5 years | 79.74 | 62.33 | 128% |
| Returns for 10 years | 37.83 | 36.55 | 103% |
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