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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$15.70
Change+$0.16 (+1.03%)
VolumeN/A
Net Assets953.43M
Transamerica International Equity I3
Price$21.82
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets3.96B
JPVRX vs TRWTX Comparison Chart
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JPVRX vs. TRWTX commentary
Apr 18, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.96B vs. JPVRX (953M). JPVRX pays higher dividends than TRWTX: JPVRX (4.05) vs TRWTX (2.51). JPVRX was incepted earlier than TRWTX: JPVRX (9 years) vs TRWTX (32 years). JPVRX (0.87) is less costly to investors than TRWTX (0.76). JPVRX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (12.00). JPVRX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVRX annual gain was more profitable for investors over the last year : 16.00 vs. TRWTX (9.90). JPVRX return over 5 years is better than : 109.73 vs. TRWTX (66.22).
| JPVRX | TRWTX | JPVRX / TRWTX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 10.842 | 5.327 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 3.96B | 24% |
| Annual Yield % from dividends | 4.05 | 2.51 | 162% |
| Returns for 1 year | 16.00 | 9.90 | 162% |
| Returns for 3 years | 36.78 | 18.55 | 198% |
| Returns for 5 years | 109.73 | 66.22 | 166% |
| Returns for 10 years | N/A | 39.22 | - |
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