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JPVZX vs TRWTX
JPVZX vs TRWTX Comparison
Open Charts JPVZX vs TRWTX
JPMorgan Developed International ValueR2
Price$13.90
Change-$0.28 (-1.97%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
JPVZX vs TRWTX Comparison Chart
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JPVZX 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 JPVZX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JPVZX (648M). JPVZX pays higher dividends than TRWTX: JPVZX (4.39) vs TRWTX (3.11). JPVZX was incepted earlier than TRWTX: JPVZX (16 years) vs TRWTX (32 years). JPVZX is a more actively managed with annual turnover of: 34.00 vs. TRWTX (16.00). JPVZX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVZX annual gain was more profitable for investors over the last year : 12.75 vs. TRWTX (8.52). JPVZX return over 5 years is better than : 31.53 vs. TRWTX (25.36).
| JPVZX | TRWTX | JPVZX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 10.179 | 5.700 | 179% |
| 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 | 4.39 | 3.11 | 141% |
| Returns for 1 year | 12.75 | 8.52 | 150% |
| Returns for 3 years | 22.40 | 7.48 | 299% |
| Returns for 5 years | 31.53 | 25.36 | 124% |
| Returns for 10 years | 38.52 | 43.63 | 88% |
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