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JFEAX vs TRWTX
JFEAX vs TRWTX Comparison
Open Charts JFEAX vs TRWTX
JPMorgan Developed International Value A
Price$15.29
Change-$0.35 (-2.24%)
VolumeN/A
Net Assets917.26M
Transamerica International Equity I3
Price$21.87
Change-$0.64 (-2.84%)
VolumeN/A
Net Assets4.23B
JFEAX vs TRWTX Comparison Chart
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JFEAX vs. TRWTX commentary
Apr 04, 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 JFEAX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. JFEAX (917M). JFEAX pays higher dividends than TRWTX: JFEAX (3.76) vs TRWTX (2.51). JFEAX was incepted earlier than TRWTX: JFEAX (24 years) vs TRWTX (32 years). JFEAX (1.27) is less costly to investors than TRWTX (0.76). JFEAX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than JFEAX: TRWTX (0) vs JFEAX (1000). JFEAX annual gain was more profitable for investors over the last year : 16.06 vs. TRWTX (10.05). JFEAX return over 5 years is better than : 129.37 vs. TRWTX (91.75).
| JFEAX | TRWTX | JFEAX / TRWTX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 13.445 | 10.020 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 4.23B | 22% |
| Annual Yield % from dividends | 3.76 | 2.51 | 150% |
| Returns for 1 year | 16.06 | 10.05 | 160% |
| Returns for 3 years | 35.42 | 18.79 | 189% |
| Returns for 5 years | 129.37 | 91.75 | 141% |
| Returns for 10 years | 53.47 | 47.11 | 113% |
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