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FINVX vs SWRLX
FINVX vs SWRLX Comparison
Open Charts FINVX vs SWRLX
Fidelity Series International Value
Price$11.91
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Touchstone International Value A
Price$14.56
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
FINVX vs SWRLX Comparison Chart
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FINVX vs. SWRLX commentary
Dec 24, 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 Hold and SWRLX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 14.9B vs. SWRLX (96.5M). 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 : 7.28 vs. SWRLX (-6.82). FINVX return over 5 years is better than : 45.07 vs. SWRLX (-4.67).
| 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 | 6.109 | -7.673 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 96.5M | 15,440% |
| Annual Yield % from dividends | 3.05 | 1.34 | 227% |
| Returns for 1 year | 7.28 | -6.82 | -107% |
| Returns for 3 years | 21.31 | -1.14 | -1,873% |
| Returns for 5 years | 45.07 | -4.67 | -966% |
| Returns for 10 years | 55.98 | -0.08 | -67,869% |
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