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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.34
Change-$0.03 (-0.69%)
VolumeN/A
Net Assets771.41M
Transamerica International Equity I3
Price$25.05
Change-$0.21 (-0.83%)
VolumeN/A
Net Assets4.46B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Sep 26, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.46B vs. IVFIX (771M). IVFIX pays higher dividends than TRWTX: IVFIX (3.60) vs TRWTX (2.25). 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 : 15.47 vs. IVFIX (12.77). IVFIX (68.32) and TRWTX (67.60) 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 | 24.061 | 23.460 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 4.46B | 17% |
| Annual Yield % from dividends | 3.60 | 2.25 | 160% |
| Returns for 1 year | 12.77 | 15.47 | 83% |
| Returns for 3 years | 58.72 | 76.21 | 77% |
| Returns for 5 years | 68.32 | 67.60 | 101% |
| Returns for 10 years | 73.18 | 84.10 | 87% |
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