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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$15.24
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets755.51M
Transamerica International Equity I3
Price$22.39
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets4.26B
JPVRX vs TRWTX Comparison Chart
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JPVRX vs. TRWTX commentary
Feb 23, 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 JPVRX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. JPVRX (756M). 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 : 18.23 vs. TRWTX (11.69). JPVRX return over 5 years is better than : 51.35 vs. TRWTX (36.63).
| 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 | 8.702 | 9.433 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 4.26B | 18% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 18.23 | 11.69 | 156% |
| Returns for 3 years | 27.42 | 15.63 | 175% |
| Returns for 5 years | 51.35 | 36.63 | 140% |
| Returns for 10 years | N/A | 48.13 | - |
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