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IVFCX vs TRWTX
IVFCX vs TRWTX Comparison
Open Charts IVFCX vs TRWTX
Federated Hermes Intl Strat Val Div C
Price$4.39
Change+$0.04 (+0.92%)
VolumeN/A
Net Assets786.69M
Transamerica International Equity I3
Price$25.26
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.5B
IVFCX vs TRWTX Comparison Chart in %
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IVFCX vs. TRWTX commentary
Aug 21, 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 IVFCX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.5B vs. IVFCX (787M). IVFCX pays higher dividends than TRWTX: IVFCX (2.83) vs TRWTX (2.34). IVFCX was incepted earlier than TRWTX: IVFCX (17 years) vs TRWTX (33 years). IVFCX (2.01) is less costly to investors than TRWTX (0.76). IVFCX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than IVFCX: TRWTX (0) vs IVFCX (1500). TRWTX (17.36) and IVFCX (16.96) have marching annual gain over last year. TRWTX return over 5 years is better than : 63.21 vs. IVFCX (54.30).
| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.76 | 257% |
| Annual Report Gross Expense Ratio | 2.01 | 0.76 | 264% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 24.293 | 23.412 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 4.5B | 18% |
| Annual Yield % from dividends | 2.83 | 2.34 | 121% |
| Returns for 1 year | 16.96 | 17.36 | 98% |
| Returns for 3 years | 36.64 | 51.21 | 72% |
| Returns for 5 years | 54.30 | 63.21 | 86% |
| Returns for 10 years | 52.60 | 73.15 | 72% |
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