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IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
Federated Hermes Intl Strat Val Div A
Price$4.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Transamerica International Equity I3
Price$24.88
Change+$0.19 (+0.77%)
VolumeN/A
Net Assets4.41B
IVFAX vs TRWTX Comparison Chart in %
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IVFAX vs. TRWTX commentary
Sep 06, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. IVFAX (782M). IVFAX pays higher dividends than TRWTX: IVFAX (3.38) vs TRWTX (2.25). 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 : 15.33 vs. IVFAX (13.91). IVFAX (62.21) and TRWTX (61.20) 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 | 23.866 | 21.603 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 4.41B | 18% |
| Annual Yield % from dividends | 3.38 | 2.25 | 150% |
| Returns for 1 year | 13.91 | 15.33 | 91% |
| Returns for 3 years | 46.76 | 58.75 | 80% |
| Returns for 5 years | 62.21 | 61.20 | 102% |
| Returns for 10 years | 63.75 | 73.02 | 87% |
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