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FINVX vs SWRLX
FINVX vs SWRLX Comparison
Open Charts FINVX vs SWRLX
Fidelity Series International Value
Price$12.48
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets13.99B
Touchstone International Value A
Price$14.54
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets97.68M
FINVX vs SWRLX Comparison Chart
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FINVX vs. SWRLX commentary
Jan 24, 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 Buy and SWRLX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 14B vs. SWRLX (97.7M). 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 : 12.72 vs. SWRLX (-2.07). FINVX return over 5 years is better than : 51.62 vs. SWRLX (-1.84).
| 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 | 3.775 | 2.557 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 97.7M | 14,330% |
| Annual Yield % from dividends | 3.05 | 1.34 | 227% |
| Returns for 1 year | 12.72 | -2.07 | -615% |
| Returns for 3 years | 22.83 | -0.66 | -3,465% |
| Returns for 5 years | 51.62 | -1.84 | -2,805% |
| Returns for 10 years | 63.20 | 1.82 | 3,476% |
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