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JPVZX vs TRWTX
JPVZX vs TRWTX Comparison
Open Charts JPVZX vs TRWTX
JPMorgan Developed International ValueR2
Price$15.10
Change+$0.15 (+1.00%)
VolumeN/A
Net Assets966.18M
Transamerica International Equity I3
Price$21.82
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets4.01B
JPVZX vs TRWTX Comparison Chart
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JPVZX vs. TRWTX commentary
Apr 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 JPVZX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.01B vs. JPVZX (966M). JPVZX pays higher dividends than TRWTX: JPVZX (3.55) 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 : 16.40 vs. TRWTX (11.28). JPVZX return over 5 years is better than : 106.14 vs. TRWTX (68.30).
| 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 | 11.769 | 6.647 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 4.01B | 24% |
| Annual Yield % from dividends | 3.55 | 2.51 | 142% |
| Returns for 1 year | 16.40 | 11.28 | 145% |
| Returns for 3 years | 36.13 | 20.04 | 180% |
| Returns for 5 years | 106.14 | 68.30 | 155% |
| Returns for 10 years | 45.39 | 40.97 | 111% |
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