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FINVX vs TRWAX
FINVX vs TRWAX Comparison
Open Charts FINVX vs TRWAX
Fidelity Series International Value
Price$12.96
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets14.62B
Transamerica International Equity A
Price$21.93
Change-$0.15 (-0.68%)
VolumeN/A
Net Assets4.26B
FINVX vs TRWAX Comparison Chart
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FINVX vs. TRWAX 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 TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 14.6B vs. TRWAX (4.26B). FINVX pays higher dividends than TRWAX: FINVX (3.05) vs TRWAX (2.71). FINVX was incepted earlier than TRWAX: FINVX (15 years) vs TRWAX (14 years). FINVX is a more actively managed with annual turnover of: 30.00 vs. TRWAX (16.00). 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 : 13.45 vs. TRWAX (11.10). FINVX return over 5 years is better than : 62.31 vs. TRWAX (34.82).
| FINVX | TRWAX | FINVX / TRWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 8.725 | 9.377 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 4.26B | 343% |
| Annual Yield % from dividends | 3.05 | 2.71 | 112% |
| Returns for 1 year | 13.45 | 11.10 | 121% |
| Returns for 3 years | 30.08 | 14.48 | 208% |
| Returns for 5 years | 62.31 | 34.82 | 179% |
| Returns for 10 years | 61.70 | 39.73 | 155% |
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