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JDVIX vs TRWTX
JDVIX vs TRWTX Comparison
Open Charts JDVIX vs TRWTX
JHancock Disciplined Value Intl I
Price$17.06
Change-$0.38 (-2.18%)
VolumeN/A
Net Assets5.72B
Transamerica International Equity I3
Price$25.00
Change-$0.66 (-2.57%)
VolumeN/A
Net Assets4.39B
JDVIX vs TRWTX Comparison Chart in %
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JDVIX vs. TRWTX commentary
Oct 13, 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDVIX has more cash in the bank: 5.72B vs. TRWTX (4.39B). TRWTX pays higher dividends than JDVIX: TRWTX (2.22) vs JDVIX (1.42). JDVIX was incepted earlier than TRWTX: JDVIX (11 years) vs TRWTX (33 years). JDVIX (0.87) is less costly to investors than TRWTX (0.76). JDVIX is a more actively managed with annual turnover of: 91.00 vs. TRWTX (12.00). 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 : 17.93 vs. JDVIX (10.97). JDVIX (64.34) and TRWTX (62.24) have equivalent 5 years return.
| JDVIX | TRWTX | JDVIX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 34.568 | 25.415 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 4.39B | 130% |
| Annual Yield % from dividends | 1.42 | 2.22 | 64% |
| Returns for 1 year | 10.97 | 17.93 | 61% |
| Returns for 3 years | 60.72 | 77.60 | 78% |
| Returns for 5 years | 64.34 | 62.24 | 103% |
| Returns for 10 years | 64.39 | 75.96 | 85% |
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