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IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
Federated Hermes Intl Strat Val Div A
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets776.2M
Transamerica International Equity I3
Price$25.67
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets4.5B
IVFAX vs TRWTX Comparison Chart in %
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IVFAX vs. TRWTX commentary
Oct 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 IVFAX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.5B vs. IVFAX (776M). IVFAX pays higher dividends than TRWTX: IVFAX (3.40) vs TRWTX (2.22). IVFAX was incepted earlier than TRWTX: IVFAX (17 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). TRWTX annual gain was more profitable for investors over the last year : 18.45 vs. IVFAX (15.18). TRWTX (65.34) and IVFAX (64.36) have equivalent 5 years return.
| IVFAX | TRWTX | IVFAX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 25.913 | 25.464 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 4.5B | 17% |
| Annual Yield % from dividends | 3.40 | 2.22 | 153% |
| Returns for 1 year | 15.18 | 18.45 | 82% |
| Returns for 3 years | 58.62 | 71.20 | 82% |
| Returns for 5 years | 64.36 | 65.34 | 98% |
| Returns for 10 years | 58.91 | 74.51 | 79% |
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