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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Transamerica International Equity I3
Price$24.88
Change+$0.19 (+0.77%)
VolumeN/A
Net Assets4.41B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. IVFIX (782M). 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 (14.65) and IVFIX (14.45) have marching annual gain over last year. IVFIX return over 5 years is better than : 64.56 vs. TRWTX (59.97).
| 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 | 24.345 | 20.674 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 4.41B | 18% |
| Annual Yield % from dividends | 3.60 | 2.25 | 160% |
| Returns for 1 year | 14.45 | 14.65 | 99% |
| Returns for 3 years | 46.42 | 57.73 | 80% |
| Returns for 5 years | 64.56 | 59.97 | 108% |
| Returns for 10 years | 71.10 | 75.62 | 94% |
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