Interact to see
Advertisement
Advertisement
IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
Federated Hermes Intl Strat Val Div A
Price$4.44
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets782.65M
Transamerica International Equity I3
Price$25.83
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets4.51B
IVFAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. TRWTX commentary
Oct 04, 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 IVFAX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.51B vs. IVFAX (783M). IVFAX pays higher dividends than TRWTX: IVFAX (3.40) vs TRWTX (2.22). IVFAX was incepted earlier than TRWTX: IVFAX (17 years) vs TRWTX (33 years). IVFAX (1.27) is less costly to investors than TRWTX (0.76). IVFAX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than IVFAX: TRWTX (0) vs IVFAX (1500). TRWTX annual gain was more profitable for investors over the last year : 17.71 vs. IVFAX (15.80). TRWTX (67.64) and IVFAX (65.52) have equivalent 5 years return.
| IVFAX | TRWTX | IVFAX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 25.629 | 25.122 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 4.51B | 17% |
| Annual Yield % from dividends | 3.40 | 2.22 | 153% |
| Returns for 1 year | 15.80 | 17.71 | 89% |
| Returns for 3 years | 53.85 | 66.75 | 81% |
| Returns for 5 years | 65.52 | 67.64 | 97% |
| Returns for 10 years | 62.01 | 77.40 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers