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JDVIX vs TRWTX
JDVIX vs TRWTX Comparison
Open Charts JDVIX vs TRWTX
JHancock Disciplined Value Intl I
Price$13.52
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets3.52B
Transamerica International Equity I3
Price$21.30
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets4.19B
JDVIX vs TRWTX Comparison Chart
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JDVIX vs. TRWTX commentary
Jan 24, 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 JDVIX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.19B vs. JDVIX (3.52B). TRWTX pays higher dividends than JDVIX: TRWTX (3.11) vs JDVIX (1.80). JDVIX was incepted earlier than TRWTX: JDVIX (10 years) vs TRWTX (32 years). JDVIX is a more actively managed with annual turnover of: 71.00 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than JDVIX: TRWTX (0) vs JDVIX (250000). TRWTX annual gain was more profitable for investors over the last year : 8.90 vs. JDVIX (-4.07). TRWTX return over 5 years is better than : 26.68 vs. JDVIX (15.98).
| JDVIX | TRWTX | JDVIX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 3.549 | 4.106 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 4.19B | 84% |
| Annual Yield % from dividends | 1.80 | 3.11 | 58% |
| Returns for 1 year | -4.07 | 8.90 | -46% |
| Returns for 3 years | -2.12 | 9.52 | -22% |
| Returns for 5 years | 15.98 | 26.68 | 60% |
| Returns for 10 years | 25.34 | 47.60 | 53% |
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