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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.28
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets760.63M
Transamerica International Equity I3
Price$24.20
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets4.32B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Aug 07, 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 IVFIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFIX (761M). IVFIX pays higher dividends than TRWTX: IVFIX (3.80) vs TRWTX (2.34). IVFIX was incepted earlier than TRWTX: IVFIX (17 years) vs TRWTX (33 years). IVFIX (1.01) is less costly to investors than TRWTX (0.76). IVFIX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than IVFIX: TRWTX (0) vs IVFIX (1000000). TRWTX annual gain was more profitable for investors over the last year : 21.46 vs. IVFIX (20.10). IVFIX (58.60) and TRWTX (58.08) have equivalent 5 years return.
| IVFIX | TRWTX | IVFIX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 20.750 | 18.133 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 4.32B | 18% |
| Annual Yield % from dividends | 3.80 | 2.34 | 163% |
| Returns for 1 year | 20.10 | 21.46 | 94% |
| Returns for 3 years | 37.08 | 43.37 | 86% |
| Returns for 5 years | 58.60 | 58.08 | 101% |
| Returns for 10 years | 52.27 | 55.98 | 93% |
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