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QFVRX vs TRWTX
QFVRX vs TRWTX Comparison
Open Charts QFVRX vs TRWTX
Pear Tree Polaris Foreign Value R6
Price$10.69
Change-$0.06 (-0.56%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
QFVRX vs TRWTX Comparison Chart
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QFVRX 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 QFVRX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. QFVRX (2.57B). QFVRX pays higher dividends than TRWTX: QFVRX (4.60) vs TRWTX (3.11). QFVRX was incepted earlier than TRWTX: QFVRX (8 years) vs TRWTX (32 years). TRWTX is a more actively managed with annual turnover of: 16.00 vs. QFVRX (15.00). TRWTX has a lower initial minimum investment than QFVRX: TRWTX (0) vs QFVRX (100000). TRWTX annual gain was more profitable for investors over the last year : 8.52 vs. QFVRX (4.23). TRWTX return over 5 years is better than : 25.36 vs. QFVRX (14.94).
| QFVRX | TRWTX | QFVRX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 1.425 | 5.700 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 4.31B | 60% |
| Annual Yield % from dividends | 4.60 | 3.11 | 148% |
| Returns for 1 year | 4.23 | 8.52 | 50% |
| Returns for 3 years | 4.47 | 7.48 | 60% |
| Returns for 5 years | 14.94 | 25.36 | 59% |
| Returns for 10 years | N/A | 43.63 | - |
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