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IVFCX vs TRWTX
IVFCX vs TRWTX Comparison
Open Charts IVFCX vs TRWTX
Federated Hermes Intl Strat Val Div C
Price$3.57
Change-$0.08 (-2.19%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
IVFCX vs TRWTX Comparison Chart
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IVFCX vs. TRWTX commentary
Dec 19, 2024
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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. IVFCX (679M). IVFCX (3.25) and TRWTX (3.11) have matching dividends . IVFCX was incepted earlier than TRWTX: IVFCX (17 years) vs TRWTX (32 years). IVFCX is a more actively managed with annual turnover of: 44.00 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than IVFCX: TRWTX (0) vs IVFCX (1500). TRWTX annual gain was more profitable for investors over the last year : 8.52 vs. IVFCX (4.59). TRWTX return over 5 years is better than : 25.36 vs. IVFCX (17.73).
| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 2.667 | 5.700 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 4.31B | 16% |
| Annual Yield % from dividends | 3.25 | 3.11 | 104% |
| Returns for 1 year | 4.59 | 8.52 | 54% |
| Returns for 3 years | 12.00 | 7.48 | 160% |
| Returns for 5 years | 17.73 | 25.36 | 70% |
| Returns for 10 years | 16.09 | 43.63 | 37% |
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