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FIVMX vs TRWTX
FIVMX vs TRWTX Comparison
Open Charts FIVMX vs TRWTX
Fidelity Advisor International Value A
Price$10.33
Change-$0.09 (-0.86%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.51
Change-$0.10 (-0.46%)
VolumeN/A
CapitalizationN/A
FIVMX vs TRWTX Comparison Chart
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FIVMX vs. TRWTX commentary
Dec 18, 2024
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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.34B vs. FIVMX (1.5B). 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 : 10.02 vs. TRWTX (8.52). FIVMX return over 5 years is better than : 36.23 vs. TRWTX (25.36).
| 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 | 7.167 | 5.700 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 4.34B | 35% |
| Annual Yield % from dividends | 1.69 | 3.11 | 54% |
| Returns for 1 year | 10.02 | 8.52 | 118% |
| Returns for 3 years | 20.28 | 7.48 | 271% |
| Returns for 5 years | 36.23 | 25.36 | 143% |
| Returns for 10 years | 39.24 | 43.63 | 90% |
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