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HFQIX vs TRWTX
HFQIX vs TRWTX Comparison
Open Charts HFQIX vs TRWTX
Janus Henderson Global Equity Income I
Price$6.66
Change+$0.08 (+1.22%)
VolumeN/A
Net Assets5.83B
Transamerica International Equity I3
Price$23.43
Change+$0.23 (+0.99%)
VolumeN/A
Net Assets4.44B
HFQIX vs TRWTX Comparison Chart
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HFQIX vs. TRWTX commentary
Mar 10, 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 HFQIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQIX has more cash in the bank: 5.83B vs. TRWTX (4.44B). HFQIX pays higher dividends than TRWTX: HFQIX (7.66) vs TRWTX (2.51). HFQIX was incepted earlier than TRWTX: HFQIX (16 years) vs TRWTX (32 years). HFQIX (0.79) and TRWTX (0.76) have similar cost to investors . HFQIX is a more actively managed with annual turnover of: 155.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than HFQIX: TRWTX (0) vs HFQIX (2500). HFQIX (15.51) and TRWTX (14.87) have marching annual gain over last year. TRWTX (59.00) and HFQIX (57.45) have equivalent 5 years return.
| HFQIX | TRWTX | HFQIX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 10.083 | 14.516 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 4.44B | 131% |
| Annual Yield % from dividends | 7.66 | 2.51 | 305% |
| Returns for 1 year | 15.51 | 14.87 | 104% |
| Returns for 3 years | 32.43 | 36.46 | 89% |
| Returns for 5 years | 57.45 | 59.00 | 97% |
| Returns for 10 years | 62.74 | 61.23 | 102% |
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