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FINVX vs TRWFX
FINVX vs TRWFX Comparison
Open Charts FINVX vs TRWFX
Fidelity Series International Value
Price$13.00
Change+$0.35 (+2.77%)
VolumeN/A
Net Assets15.42B
Transamerica International Equity R4
Price$21.34
Change+$0.58 (+2.79%)
VolumeN/A
Net Assets3.84B
FINVX vs TRWFX Comparison Chart
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FINVX vs. TRWFX commentary
Apr 12, 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 TRWFX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.4B vs. TRWFX (3.84B). FINVX pays higher dividends than TRWFX: FINVX (4.09) vs TRWFX (2.21). FINVX was incepted earlier than TRWFX: FINVX (15 years) vs TRWFX (8 years). TRWFX (1.01) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. TRWFX (12.00). FINVX has a lower initial minimum investment than TRWFX: FINVX (0) vs TRWFX (5000). FINVX annual gain was more profitable for investors over the last year : 5.60 vs. TRWFX (1.80). FINVX return over 5 years is better than : 106.04 vs. TRWFX (58.61).
| FINVX | TRWFX | FINVX / TRWFX | |
| Total Expense Ratio | 0.01 | 1.01 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.01 | 1% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 6.124 | 1.071 | 572% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 3.84B | 401% |
| Annual Yield % from dividends | 4.09 | 2.21 | 185% |
| Returns for 1 year | 5.60 | 1.80 | 311% |
| Returns for 3 years | 31.33 | 13.16 | 238% |
| Returns for 5 years | 106.04 | 58.61 | 181% |
| Returns for 10 years | 55.42 | N/A | - |
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