IVFIX
Price
$3.76
Change
-$0.05 (-1.31%)
Updated
Nov 12 closing price
TRWTX
Price
$21.30
Change
-$0.33 (-1.53%)
Updated
Nov 12 closing price
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IVFIX vs TRWTX

Header iconIVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTXBanner chart's image
Federated Hermes Intl Strat Val Div IS
Price$3.76
Change-$0.05 (-1.31%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.30
Change-$0.33 (-1.53%)
VolumeN/A
CapitalizationN/A
IVFIX vs TRWTX Comparison Chart
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IVFIX vs. TRWTX commentary
Nov 13, 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 IVFIX is a StrongBuy and TRWTX is a Sell.

FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.42B vs. IVFIX (700M). IVFIX pays higher dividends than TRWTX: IVFIX (4.24) vs TRWTX (3.11). IVFIX was incepted earlier than TRWTX: IVFIX (16 years) vs TRWTX (32 years). IVFIX is a more actively managed with annual turnover of: 44.00 vs. TRWTX (16.00). 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 : 16.50 vs. IVFIX (13.34). IVFIX (29.62) and TRWTX (29.07) have equivalent 5 years return.
IVFIXTRWTXIVFIX / TRWTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years32 years-
Gain YTD5.0894.668109%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets700M4.42B16%
Annual Yield % from dividends4.243.11136%
Returns for 1 year13.3416.5081%
Returns for 3 years15.482.65584%
Returns for 5 years29.6229.07102%
Returns for 10 years22.2140.7954%
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