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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$3.78
Change+$0.02 (+0.53%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.27
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
IVFIX vs TRWTX Comparison Chart
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IVFIX vs. TRWTX commentary
Nov 23, 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 Buy and TRWTX is a Sell.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFIX (691M). 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 : 12.23 vs. IVFIX (11.37). IVFIX (30.31) and TRWTX (29.23) have equivalent 5 years return.
| IVFIX | TRWTX | IVFIX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 5.648 | 4.570 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 4.32B | 16% |
| Annual Yield % from dividends | 4.24 | 3.11 | 136% |
| Returns for 1 year | 11.37 | 12.23 | 93% |
| Returns for 3 years | 17.70 | 5.25 | 337% |
| Returns for 5 years | 30.31 | 29.23 | 104% |
| Returns for 10 years | 21.70 | 38.31 | 57% |
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