Interact to see
Advertisement
Advertisement
IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
Federated Hermes Intl Strat Val Div A
Price$4.84
Change+$0.06 (+1.26%)
VolumeN/A
Net Assets843.67M
Transamerica International Equity I3
Price$26.70
Change+$1.04 (+4.05%)
VolumeN/A
Net Assets4.53B
IVFAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. TRWTX commentary
Feb 05, 2026
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 IVFAX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.53B vs. IVFAX (844M). TRWTX pays higher dividends than IVFAX: TRWTX (3.65) vs IVFAX (3.26). IVFAX was incepted earlier than TRWTX: IVFAX (18 years) vs TRWTX (33 years). IVFAX (1.27) is less costly to investors than TRWTX (0.76). IVFAX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than IVFAX: TRWTX (0) vs IVFAX (1500). IVFAX annual gain was more profitable for investors over the last year : 32.66 vs. TRWTX (30.36). IVFAX return over 5 years is better than : 66.29 vs. TRWTX (52.61).
| IVFAX | TRWTX | IVFAX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 4.201 | 6.079 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 4.53B | 19% |
| Annual Yield % from dividends | 3.26 | 3.65 | 89% |
| Returns for 1 year | 32.66 | 30.36 | 108% |
| Returns for 3 years | 48.47 | 50.19 | 97% |
| Returns for 5 years | 66.29 | 52.61 | 126% |
| Returns for 10 years | 86.19 | 112.80 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVURX | 8.55 | 0.08 | +0.94% |
| American Century Value R | |||
| VMVLX | 297.97 | 1.29 | +0.43% |
| Vanguard Mega Cap Value Index Instl | |||
| FTSAX | 42.61 | 0.05 | +0.12% |
| FullerThaler Behvrl S-M Cor Eq A | |||
| NWCAX | 48.25 | -0.96 | -1.95% |
| Nuveen Winslow Large-Cap Growth ESG A | |||
| BISLX | 11.38 | -0.29 | -2.49% |
| Brown Advisory Sustainable Intl Ldrs Inv | |||