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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$19.04
Change+$0.24 (+1.28%)
VolumeN/A
Net Assets1.78B
Transamerica International Equity I3
Price$25.22
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets4.45B
JPVRX vs TRWTX Comparison Chart in %
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JPVRX vs. TRWTX commentary
Sep 30, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. JPVRX (1.78B). JPVRX pays higher dividends than TRWTX: JPVRX (3.45) vs TRWTX (2.25). 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 : 27.07 vs. TRWTX (13.22). JPVRX return over 5 years is better than : 129.89 vs. TRWTX (67.34).
| 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 | 35.806 | 23.265 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 4.45B | 40% |
| Annual Yield % from dividends | 3.45 | 2.25 | 153% |
| Returns for 1 year | 27.07 | 13.22 | 205% |
| Returns for 3 years | 109.91 | 75.70 | 145% |
| Returns for 5 years | 129.89 | 67.34 | 193% |
| Returns for 10 years | N/A | 85.75 | - |
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