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FIVMX vs TRWTX
FIVMX vs TRWTX Comparison
Open Charts FIVMX vs TRWTX
Fidelity Advisor International Value A
Price$10.30
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets1.47B
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
FIVMX vs TRWTX Comparison Chart
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FIVMX vs. TRWTX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. FIVMX (1.47B). TRWTX pays higher dividends than FIVMX: TRWTX (3.11) vs FIVMX (1.69). FIVMX was incepted earlier than TRWTX: FIVMX (19 years) vs TRWTX (32 years). FIVMX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (16.00). FIVMX (0) and TRWTX (0) have matching initial minimum investment requirements. FIVMX annual gain was more profitable for investors over the last year : 9.65 vs. TRWTX (7.68). FIVMX return over 5 years is better than : 35.41 vs. TRWTX (23.04).
| FIVMX | TRWTX | FIVMX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 2.183 | 1.613 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 4.12B | 36% |
| Annual Yield % from dividends | 1.69 | 3.11 | 54% |
| Returns for 1 year | 9.65 | 7.68 | 126% |
| Returns for 3 years | 13.30 | 2.86 | 465% |
| Returns for 5 years | 35.41 | 23.04 | 154% |
| Returns for 10 years | 40.77 | 46.82 | 87% |
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