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FINVX vs TRWAX
FINVX vs TRWAX Comparison
Open Charts FINVX vs TRWAX
Fidelity Series International Value
Price$13.46
Change+$0.14 (+1.05%)
VolumeN/A
Net Assets15.42B
Transamerica International Equity A
Price$21.36
Change+$0.27 (+1.28%)
VolumeN/A
Net Assets3.96B
FINVX vs TRWAX Comparison Chart
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FINVX vs. TRWAX commentary
Apr 18, 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 TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.4B vs. TRWAX (3.96B). FINVX pays higher dividends than TRWAX: FINVX (4.09) vs TRWAX (2.08). FINVX was incepted earlier than TRWAX: FINVX (15 years) vs TRWAX (14 years). TRWAX (1.74) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. TRWAX (12.00). FINVX has a lower initial minimum investment than TRWAX: FINVX (0) vs TRWAX (1000). FINVX annual gain was more profitable for investors over the last year : 14.30 vs. TRWAX (9.34). FINVX return over 5 years is better than : 118.13 vs. TRWAX (63.90).
| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | 0.01 | 1.25 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.74 | 1% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 11.745 | 5.187 | 226% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 3.96B | 389% |
| Annual Yield % from dividends | 4.09 | 2.08 | 197% |
| Returns for 1 year | 14.30 | 9.34 | 153% |
| Returns for 3 years | 37.52 | 17.31 | 217% |
| Returns for 5 years | 118.13 | 63.90 | 185% |
| Returns for 10 years | 64.44 | 31.26 | 206% |
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