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QFVIX vs TRWTX
QFVIX vs TRWTX Comparison
Open Charts QFVIX vs TRWTX
Pear Tree Polaris Foreign Value Instl
Price$23.98
Change-$0.20 (-0.83%)
VolumeN/A
Net Assets2.26B
Transamerica International Equity I3
Price$22.68
Change-$0.27 (-1.18%)
VolumeN/A
Net Assets4.24B
QFVIX vs TRWTX Comparison Chart
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QFVIX vs. TRWTX commentary
Mar 31, 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 QFVIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.24B vs. QFVIX (2.26B). TRWTX pays higher dividends than QFVIX: TRWTX (2.51) vs QFVIX (2.35). QFVIX was incepted earlier than TRWTX: QFVIX (26 years) vs TRWTX (32 years). QFVIX (1.26) is less costly to investors than TRWTX (0.76). QFVIX is a more actively managed with annual turnover of: 21.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than QFVIX: TRWTX (0) vs QFVIX (1000000). TRWTX annual gain was more profitable for investors over the last year : 10.46 vs. QFVIX (3.35). TRWTX (86.28) and QFVIX (82.53) have equivalent 5 years return.
| QFVIX | TRWTX | QFVIX / TRWTX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 7.245 | 10.850 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 4.24B | 53% |
| Annual Yield % from dividends | 2.35 | 2.51 | 94% |
| Returns for 1 year | 3.35 | 10.46 | 32% |
| Returns for 3 years | 11.83 | 18.16 | 65% |
| Returns for 5 years | 82.53 | 86.28 | 96% |
| Returns for 10 years | 48.98 | 51.57 | 95% |
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