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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets782.24M
Transamerica International Equity I3
Price$25.83
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets4.51B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Oct 25, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.51B vs. IVFIX (782M). IVFIX pays higher dividends than TRWTX: IVFIX (3.62) vs TRWTX (2.22). 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 : 20.58 vs. IVFIX (17.46). IVFIX (67.62) and TRWTX (65.82) 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 | 26.707 | 26.051 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 4.51B | 17% |
| Annual Yield % from dividends | 3.62 | 2.22 | 163% |
| Returns for 1 year | 17.46 | 20.58 | 85% |
| Returns for 3 years | 56.50 | 67.17 | 84% |
| Returns for 5 years | 67.62 | 65.82 | 103% |
| Returns for 10 years | 63.53 | 74.33 | 85% |
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