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FINVX vs SWRLX
FINVX vs SWRLX Comparison
Open Charts FINVX vs SWRLX
Fidelity Series International Value
Price$12.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Touchstone International Value A
Price$15.90
Change+$0.03 (+0.19%)
VolumeN/A
CapitalizationN/A
FINVX vs SWRLX Comparison Chart
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FINVX vs. SWRLX commentary
Nov 22, 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 FINVX is a StrongSell and SWRLX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15B vs. SWRLX (101M). 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 : 15.04 vs. SWRLX (8.03). FINVX return over 5 years is better than : 48.16 vs. SWRLX (5.09).
| 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 | 8.740 | 0.824 | 1,060% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 101M | 14,851% |
| Annual Yield % from dividends | 3.05 | 1.34 | 227% |
| Returns for 1 year | 15.04 | 8.03 | 187% |
| Returns for 3 years | 23.69 | -7.93 | -299% |
| Returns for 5 years | 48.16 | 5.09 | 947% |
| Returns for 10 years | 51.04 | -9.33 | -547% |
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