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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.54
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets792.32M
Transamerica International Equity I3
Price$26.44
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets4.54B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Nov 14, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.54B vs. IVFIX (792M). IVFIX pays higher dividends than TRWTX: IVFIX (3.80) vs TRWTX (2.19). 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 : 27.56 vs. IVFIX (25.44). IVFIX return over 5 years is better than : 64.84 vs. TRWTX (59.57).
| 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 | 29.342 | 29.228 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 4.54B | 17% |
| Annual Yield % from dividends | 3.80 | 2.19 | 173% |
| Returns for 1 year | 25.44 | 27.56 | 92% |
| Returns for 3 years | 48.51 | 55.44 | 87% |
| Returns for 5 years | 64.84 | 59.57 | 109% |
| Returns for 10 years | 73.95 | 83.33 | 89% |
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