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JPVRX vs TRWTX
JPVRX vs TRWTX Comparison
Open Charts JPVRX vs TRWTX
JPMorgan Developed International ValueR5
Price$18.92
Change+$0.21 (+1.12%)
VolumeN/A
Net Assets1.67B
Transamerica International Equity I3
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets4.43B
JPVRX vs TRWTX Comparison Chart in %
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JPVRX vs. TRWTX commentary
Sep 09, 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: 4.43B vs. JPVRX (1.67B). 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 : 29.02 vs. TRWTX (15.70). JPVRX return over 5 years is better than : 115.15 vs. TRWTX (61.71).
| 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 | 33.666 | 21.994 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 4.43B | 38% |
| Annual Yield % from dividends | 3.45 | 2.25 | 153% |
| Returns for 1 year | 29.02 | 15.70 | 185% |
| Returns for 3 years | 91.45 | 59.26 | 154% |
| Returns for 5 years | 115.15 | 61.71 | 187% |
| Returns for 10 years | N/A | 73.57 | - |
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