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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.44
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
IVFIX vs TRWTX Comparison Chart in %
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IVFIX 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 IVFIX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.5B vs. IVFIX (776M). IVFIX pays higher dividends than TRWTX: IVFIX (3.62) vs TRWTX (2.22). IVFIX was incepted earlier than TRWTX: IVFIX (17 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 annual gain was more profitable for investors over the last year : 18.45 vs. IVFIX (15.43). IVFIX (66.72) and TRWTX (65.34) have equivalent 5 years return.
| IVFIX | TRWTX | IVFIX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 26.422 | 25.464 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 4.5B | 17% |
| Annual Yield % from dividends | 3.62 | 2.22 | 163% |
| Returns for 1 year | 15.43 | 18.45 | 84% |
| Returns for 3 years | 59.62 | 71.20 | 84% |
| Returns for 5 years | 66.72 | 65.34 | 102% |
| Returns for 10 years | 62.29 | 74.51 | 84% |
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