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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets665.72M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
JPVRX vs TRWTX Comparison Chart
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JPVRX vs. TRWTX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. JPVRX (666M). 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 : 13.66 vs. TRWTX (7.68). JPVRX return over 5 years is better than : 36.07 vs. TRWTX (23.04).
| 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 | 1.641 | 1.613 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 4.12B | 16% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 13.66 | 7.68 | 178% |
| Returns for 3 years | 15.37 | 2.86 | 537% |
| Returns for 5 years | 36.07 | 23.04 | 157% |
| Returns for 10 years | N/A | 46.82 | - |
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