Ad is loading...
JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$14.50
Change-$0.29 (-1.96%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
JPVRX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPVRX vs. TRWTX commentary
Dec 19, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JPVRX (648M). 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 : 13.47 vs. TRWTX (8.52). JPVRX return over 5 years is better than : 35.17 vs. TRWTX (25.36).
| 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 | 10.870 | 5.700 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 4.31B | 15% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 13.47 | 8.52 | 158% |
| Returns for 3 years | 24.21 | 7.48 | 324% |
| Returns for 5 years | 35.17 | 25.36 | 139% |
| Returns for 10 years | N/A | 43.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers