Ad is loading...
FIVMX vs TRWTX
FIVMX vs TRWTX Comparison
Open Charts FIVMX vs TRWTX
Fidelity Advisor International Value A
Price$11.33
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets1.89B
Transamerica International Equity I3
Price$21.82
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets3.96B
FIVMX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIVMX vs. TRWTX 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 FIVMX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.96B vs. FIVMX (1.89B). TRWTX pays higher dividends than FIVMX: TRWTX (2.51) vs FIVMX (2.18). FIVMX was incepted earlier than TRWTX: FIVMX (19 years) vs TRWTX (32 years). FIVMX (1.17) is less costly to investors than TRWTX (0.76). FIVMX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (12.00). FIVMX (0) and TRWTX (0) have matching initial minimum investment requirements. FIVMX annual gain was more profitable for investors over the last year : 12.76 vs. TRWTX (9.90). FIVMX return over 5 years is better than : 100.41 vs. TRWTX (66.22).
| FIVMX | TRWTX | FIVMX / TRWTX | |
| Total Expense Ratio | 1.17 | 0.76 | 154% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 11.310 | 5.327 | 212% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 3.96B | 48% |
| Annual Yield % from dividends | 2.18 | 2.51 | 87% |
| Returns for 1 year | 12.76 | 9.90 | 129% |
| Returns for 3 years | 32.20 | 18.55 | 174% |
| Returns for 5 years | 100.41 | 66.22 | 152% |
| Returns for 10 years | 42.42 | 39.22 | 108% |
View a ticker or compare two or three
VS
VS
Ad is loading...