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FINVX vs TRWRX
FINVX vs TRWRX Comparison
Open Charts FINVX vs TRWRX
Fidelity Series International Value
Price$13.70
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets15.42B
Transamerica International Equity R
Price$22.39
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets4.06B
FINVX vs TRWRX Comparison Chart
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FINVX vs. TRWRX commentary
Apr 25, 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 TRWRX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.4B vs. TRWRX (4.06B). FINVX pays higher dividends than TRWRX: FINVX (4.09) vs TRWRX (1.80). FINVX was incepted earlier than TRWRX: FINVX (15 years) vs TRWRX (8 years). TRWRX (1.26) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. TRWRX (12.00). FINVX (0) and TRWRX (0) have matching initial minimum investment requirements. FINVX annual gain was more profitable for investors over the last year : 14.97 vs. TRWRX (9.94). FINVX return over 5 years is better than : 126.75 vs. TRWRX (70.43).
| FINVX | TRWRX | FINVX / TRWRX | |
| Total Expense Ratio | 0.01 | 1.26 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.26 | 1% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 14.430 | 7.860 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 4.06B | 379% |
| Annual Yield % from dividends | 4.09 | 1.80 | 228% |
| Returns for 1 year | 14.97 | 9.94 | 151% |
| Returns for 3 years | 43.75 | 20.81 | 210% |
| Returns for 5 years | 126.75 | 70.43 | 180% |
| Returns for 10 years | 65.53 | N/A | - |
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