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IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
Federated Hermes Intl Strat Val Div A
Price$4.60
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets805.69M
Transamerica International Equity I3
Price$25.27
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets4.37B
IVFAX vs TRWTX Comparison Chart in %
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IVFAX vs. TRWTX commentary
Dec 28, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.37B vs. IVFAX (806M). IVFAX pays higher dividends than TRWTX: IVFAX (3.45) vs TRWTX (2.14). 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 : 31.02 vs. TRWTX (23.09). IVFAX return over 5 years is better than : 61.26 vs. TRWTX (44.66).
| 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 | 31.081 | 23.509 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 4.37B | 18% |
| Annual Yield % from dividends | 3.45 | 2.14 | 161% |
| Returns for 1 year | 31.02 | 23.09 | 134% |
| Returns for 3 years | 46.81 | 48.07 | 97% |
| Returns for 5 years | 61.26 | 44.66 | 137% |
| Returns for 10 years | 71.82 | 73.42 | 98% |
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