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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$18.98
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.82B
Transamerica International Equity I3
Price$25.67
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets4.5B
JPVRX vs TRWTX Comparison Chart in %
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JPVRX vs. TRWTX commentary
Oct 20, 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 JPVRX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.5B vs. JPVRX (1.82B). JPVRX pays higher dividends than TRWTX: JPVRX (3.36) vs TRWTX (2.22). JPVRX was incepted earlier than TRWTX: JPVRX (9 years) vs TRWTX (33 years). JPVRX (0.83) is less costly to investors than TRWTX (0.76). JPVRX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (12.00). JPVRX (0) and TRWTX (0) have matching initial minimum investment requirements. JPVRX annual gain was more profitable for investors over the last year : 29.99 vs. TRWTX (18.45). JPVRX return over 5 years is better than : 123.07 vs. TRWTX (65.34).
| JPVRX | TRWTX | JPVRX / TRWTX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 35.378 | 25.464 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 4.5B | 41% |
| Annual Yield % from dividends | 3.36 | 2.22 | 152% |
| Returns for 1 year | 29.99 | 18.45 | 163% |
| Returns for 3 years | 100.03 | 71.20 | 140% |
| Returns for 5 years | 123.07 | 65.34 | 188% |
| Returns for 10 years | N/A | 74.51 | - |
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