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FINVX vs SWRLX
FINVX vs SWRLX Comparison
Open Charts FINVX vs SWRLX
Fidelity Series International Value
Price$12.96
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets14.62B
Touchstone International Value A
Price$15.49
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets102.41M
FINVX vs SWRLX Comparison Chart
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FINVX vs. SWRLX commentary
Feb 23, 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 FINVX is a Hold and SWRLX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 14.6B vs. SWRLX (102M). FINVX pays higher dividends than SWRLX: FINVX (3.05) vs SWRLX (1.34). FINVX was incepted earlier than SWRLX: FINVX (15 years) vs SWRLX (32 years). SWRLX is a more actively managed with annual turnover of: 32.00 vs. FINVX (30.00). FINVX has a lower initial minimum investment than SWRLX: FINVX (0) vs SWRLX (2500). FINVX annual gain was more profitable for investors over the last year : 13.45 vs. SWRLX (3.50). FINVX return over 5 years is better than : 62.31 vs. SWRLX (8.01).
| FINVX | SWRLX | FINVX / SWRLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 8.725 | 10.014 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 102M | 14,314% |
| Annual Yield % from dividends | 3.05 | 1.34 | 227% |
| Returns for 1 year | 13.45 | 3.50 | 384% |
| Returns for 3 years | 30.08 | 7.95 | 378% |
| Returns for 5 years | 62.31 | 8.01 | 777% |
| Returns for 10 years | 61.70 | 2.57 | 2,397% |
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