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JPVZX vs TRWTX
JPVZX vs TRWTX Comparison
Open Charts JPVZX vs TRWTX
JPMorgan Developed International ValueR2
Price$15.16
Change-$0.32 (-2.07%)
VolumeN/A
Net Assets835.9M
Transamerica International Equity I3
Price$22.83
Change-$0.60 (-2.56%)
VolumeN/A
Net Assets4.44B
JPVZX vs TRWTX Comparison Chart
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JPVZX vs. TRWTX commentary
Mar 11, 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 JPVZX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. JPVZX (836M). JPVZX pays higher dividends than TRWTX: JPVZX (3.66) vs TRWTX (2.51). JPVZX was incepted earlier than TRWTX: JPVZX (16 years) vs TRWTX (32 years). JPVZX (1.61) is less costly to investors than TRWTX (0.76). JPVZX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (12.00). JPVZX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVZX annual gain was more profitable for investors over the last year : 19.51 vs. TRWTX (15.26). JPVZX return over 5 years is better than : 98.36 vs. TRWTX (75.67).
| JPVZX | TRWTX | JPVZX / TRWTX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.61 | 0.76 | 212% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 14.582 | 14.516 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 4.44B | 19% |
| Annual Yield % from dividends | 3.66 | 2.51 | 146% |
| Returns for 1 year | 19.51 | 15.26 | 128% |
| Returns for 3 years | 46.58 | 32.68 | 143% |
| Returns for 5 years | 98.36 | 75.67 | 130% |
| Returns for 10 years | 55.58 | 59.93 | 93% |
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