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FIVPX vs TRWTX
FIVPX vs TRWTX Comparison
Open Charts FIVPX vs TRWTX
Fidelity Advisor International Value M
Price$10.85
Change+$0.67 (+6.58%)
VolumeN/A
Net Assets1.89B
Transamerica International Equity I3
Price$20.69
Change-$0.40 (-1.90%)
VolumeN/A
Net Assets3.93B
FIVPX vs TRWTX Comparison Chart
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FIVPX 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 FIVPX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.93B vs. FIVPX (1.89B). TRWTX pays higher dividends than FIVPX: TRWTX (2.51) vs FIVPX (1.90). FIVPX was incepted earlier than TRWTX: FIVPX (19 years) vs TRWTX (32 years). FIVPX (1.42) is less costly to investors than TRWTX (0.76). FIVPX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (12.00). FIVPX (0) and TRWTX (0) have matching initial minimum investment requirements. FIVPX annual gain was more profitable for investors over the last year : -1.76 vs. TRWTX (-3.67). FIVPX return over 5 years is better than : 78.58 vs. TRWTX (52.01).
| FIVPX | TRWTX | FIVPX / TRWTX | |
| Total Expense Ratio | 1.42 | 0.76 | 187% |
| Annual Report Gross Expense Ratio | 1.42 | 0.76 | 187% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 0.792 | -3.470 | -23% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 3.93B | 48% |
| Annual Yield % from dividends | 1.90 | 2.51 | 76% |
| Returns for 1 year | -1.76 | -3.67 | 48% |
| Returns for 3 years | 18.30 | 6.99 | 262% |
| Returns for 5 years | 78.58 | 52.01 | 151% |
| Returns for 10 years | 27.44 | 27.67 | 99% |
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