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JDVIX vs TRWTX
JDVIX vs TRWTX Comparison
Open Charts JDVIX vs TRWTX
JHancock Disciplined Value Intl I
Price$12.99
Change+$0.07 (+0.54%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.47
Change-$0.52 (-2.48%)
VolumeN/A
CapitalizationN/A
JDVIX vs TRWTX Comparison Chart
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JDVIX vs. TRWTX commentary
Dec 24, 2024
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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.21B vs. JDVIX (2.9B). 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 : 4.43 vs. JDVIX (-8.17). TRWTX return over 5 years is better than : 22.13 vs. JDVIX (11.90).
| 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 | -8.991 | 3.145 | -286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 4.21B | 69% |
| Annual Yield % from dividends | 1.80 | 3.11 | 58% |
| Returns for 1 year | -8.17 | 4.43 | -185% |
| Returns for 3 years | -3.84 | 2.78 | -138% |
| Returns for 5 years | 11.90 | 22.13 | 54% |
| Returns for 10 years | 21.93 | 41.62 | 53% |
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