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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$14.67
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.19
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
JPVRX vs TRWTX Comparison Chart
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JPVRX vs. TRWTX commentary
Nov 18, 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 JPVRX is a StrongSell and TRWTX is a Sell.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. JPVRX (634M). JPVRX pays higher dividends than TRWTX: JPVRX (4.67) vs TRWTX (3.11). JPVRX was incepted earlier than TRWTX: JPVRX (8 years) vs TRWTX (32 years). JPVRX is a more actively managed with annual turnover of: 34.00 vs. TRWTX (16.00). JPVRX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVRX annual gain was more profitable for investors over the last year : 17.44 vs. TRWTX (13.09). JPVRX return over 5 years is better than : 38.07 vs. TRWTX (27.56).
| JPVRX | TRWTX | JPVRX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 9.970 | 4.128 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 4.32B | 15% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 17.44 | 13.09 | 133% |
| Returns for 3 years | 18.78 | 2.86 | 657% |
| Returns for 5 years | 38.07 | 27.56 | 138% |
| Returns for 10 years | N/A | 39.20 | - |
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