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QFVIX vs TRWTX
QFVIX vs TRWTX Comparison
Open Charts QFVIX vs TRWTX
Pear Tree Polaris Foreign Value Instl
Price$26.00
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets2B
Transamerica International Equity I3
Price$24.26
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets4.35B
QFVIX vs TRWTX Comparison Chart in %
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QFVIX vs. TRWTX commentary
Jun 26, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.35B vs. QFVIX (2B). TRWTX pays higher dividends than QFVIX: TRWTX (2.33) vs QFVIX (2.15). QFVIX was incepted earlier than TRWTX: QFVIX (27 years) vs TRWTX (33 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 : 18.36 vs. QFVIX (12.47). TRWTX (69.28) and QFVIX (68.06) 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 | 27 years | 33 years | - |
| Gain YTD | 16.905 | 19.062 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 4.35B | 46% |
| Annual Yield % from dividends | 2.15 | 2.33 | 92% |
| Returns for 1 year | 12.47 | 18.36 | 68% |
| Returns for 3 years | 42.64 | 45.88 | 93% |
| Returns for 5 years | 68.06 | 69.28 | 98% |
| Returns for 10 years | 56.46 | 55.43 | 102% |
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