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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.64
Change+$0.04 (+0.87%)
VolumeN/A
Net Assets799.15M
Transamerica International Equity I3
Price$26.02
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets4.44B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Jan 15, 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 IVFIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. IVFIX (799M). TRWTX pays higher dividends than IVFIX: TRWTX (3.84) vs IVFIX (3.65). IVFIX was incepted earlier than TRWTX: IVFIX (18 years) vs TRWTX (33 years). IVFIX (1.01) is less costly to investors than TRWTX (0.76). IVFIX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than IVFIX: TRWTX (0) vs IVFIX (1000000). TRWTX (33.43) and IVFIX (31.93) have marching annual gain over last year. IVFIX return over 5 years is better than : 59.59 vs. TRWTX (48.65).
| IVFIX | TRWTX | IVFIX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 0.000 | 3.377 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 4.44B | 18% |
| Annual Yield % from dividends | 3.65 | 3.84 | 95% |
| Returns for 1 year | 31.93 | 33.43 | 96% |
| Returns for 3 years | 42.36 | 48.03 | 88% |
| Returns for 5 years | 59.59 | 48.65 | 122% |
| Returns for 10 years | 91.96 | 105.34 | 87% |
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