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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
Federated Hermes Intl Strat Val Div IS
Price$4.85
Change+$0.06 (+1.25%)
VolumeN/A
Net Assets834.51M
Transamerica International Equity I3
Price$26.70
Change+$1.04 (+4.05%)
VolumeN/A
Net Assets4.53B
IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.53B vs. IVFIX (835M). TRWTX pays higher dividends than IVFIX: TRWTX (3.65) vs IVFIX (3.47). 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). IVFIX annual gain was more profitable for investors over the last year : 32.88 vs. TRWTX (30.36). IVFIX return over 5 years is better than : 68.14 vs. TRWTX (52.61).
| 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 | 4.214 | 6.079 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 4.53B | 18% |
| Annual Yield % from dividends | 3.47 | 3.65 | 95% |
| Returns for 1 year | 32.88 | 30.36 | 108% |
| Returns for 3 years | 49.41 | 50.19 | 98% |
| Returns for 5 years | 68.14 | 52.61 | 130% |
| Returns for 10 years | 89.60 | 112.80 | 79% |
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