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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.48
Change-$0.02 (-0.44%)
VolumeN/A
Net Assets785.03M
Transamerica International Equity I3
Price$25.21
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets4.37B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Nov 20, 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: 4.38B vs. IVFIX (785M). IVFIX pays higher dividends than TRWTX: IVFIX (3.80) vs TRWTX (2.19). 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). IVFIX (23.40) and TRWTX (22.54) have marching annual gain over last year. IVFIX return over 5 years is better than : 61.10 vs. TRWTX (51.94).
| 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 | 27.915 | 24.194 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 4.38B | 18% |
| Annual Yield % from dividends | 3.80 | 2.19 | 173% |
| Returns for 1 year | 23.40 | 22.54 | 104% |
| Returns for 3 years | 46.45 | 49.63 | 94% |
| Returns for 5 years | 61.10 | 51.94 | 118% |
| Returns for 10 years | 66.43 | 71.85 | 92% |
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