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FIVLX vs TRWTX
FIVLX vs TRWTX Comparison
Open Charts FIVLX vs TRWTX
Fidelity International Value
Price$10.83
Change+$0.67 (+6.59%)
VolumeN/A
Net Assets1.89B
Transamerica International Equity I3
Price$21.09
Change+$1.34 (+6.78%)
VolumeN/A
Net Assets3.69B
FIVLX vs TRWTX Comparison Chart
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FIVLX vs. TRWTX commentary
Apr 11, 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 FIVLX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.69B vs. FIVLX (1.89B). FIVLX (2.55) and TRWTX (2.51) have matching dividends . FIVLX was incepted earlier than TRWTX: FIVLX (19 years) vs TRWTX (32 years). FIVLX (0.87) is less costly to investors than TRWTX (0.76). FIVLX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (12.00). FIVLX (0) and TRWTX (0) have matching initial minimum investment requirements. FIVLX annual gain was more profitable for investors over the last year : -1.17 vs. TRWTX (-3.67). FIVLX return over 5 years is better than : 82.64 vs. TRWTX (52.01).
| FIVLX | TRWTX | FIVLX / TRWTX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 0.994 | -3.470 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 3.69B | 51% |
| Annual Yield % from dividends | 2.55 | 2.51 | 102% |
| Returns for 1 year | -1.17 | -3.67 | 32% |
| Returns for 3 years | 20.09 | 6.99 | 287% |
| Returns for 5 years | 82.64 | 52.01 | 159% |
| Returns for 10 years | 30.13 | 27.67 | 109% |
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