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JIFTX vs TSWIX

Both JIFTX and TSWIX are mutual funds. JIFTX has a lower 5-year return than TSWIX (6.43% vs 8.63%). JIFTX has a higher expense ratio than TSWIX (1.11% vs 0.86%). Below is the comparison between JIFTX and TSWIX.

JIFTX TSWIX
Security Type ETF ETF
Segment International Equity: Foreign Large Value International Equity: Foreign Large Value
Family Janus Henderson Transamerica
Net Assets $1.20M $2.66B
Expense Ratio 1.11% 0.86%
Management Style active active
Dividend Yield 1.60% 1.15%
Minimum Investment $2,500.00 $1,000,000.00
YTD Return 9.23% 9.16%
1-Year Return 5.76% 4.66%
3-Year Return 3.50% 5.87%
5-Year Return 6.43% 8.63%
10-Year Return N/A 6.37%

JIFTX description

The Fund seeks capital appreciation. The Fund invests primarily in common stocks of companies of any size located outside of the United States, including in emerging markets. The Fund focuses on companies that have fallen out of favor with the market or that appear to be temporarily misunderstood by the investment market.

JIFTX performance & returns

YTD Return 9.23%
1-Month Return 4.26%
3-Month Return 5.76%
1-Year Return 5.76%
3-Year Return 3.50%
5-Year Return 6.43%
10-Year Return N/A
JIFTX expense ratio is 1.11%.

JIFTX holdings

Top 10 Holdings (37.04% of Total Assets)

Name Symbol % Assets
Unilever NV UNA 4.67%
Novartis AG NOVN 4.33%
BAE Systems PLC BA..L 3.96%
Sanofi SA SAN.PA 3.95%
Danone SA BN.PA 3.70%
Roche Holding AG Dividend Right Cert. ROG 3.63%
Hyundai Motor Co 005380.KS 3.57%
Bayerische Motoren Werke AG BMW.DE 3.24%
Nestle SA NESN 3.10%
Honda Motor Co Ltd 7267 2.89%

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TSWIX description

The Fund seeks maximum long-term total return by investing in a diversified portfolio of common stocks of primarily non-U.S. issuer. The Fund invests at least 80% of its net assets in equity securities of foreign companies representing at least three countries other than the United States.

TSWIX performance & returns

YTD Return 9.16%
1-Month Return 3.79%
3-Month Return 4.66%
1-Year Return 4.66%
3-Year Return 5.87%
5-Year Return 8.63%
10-Year Return 6.37%
TSWIX expense ratio is 0.86%.

TSWIX holdings

Top 10 Holdings (21.03% of Total Assets)

Name Symbol % Assets
Sony Corp 6758 3.31%
Unilever PLC ULVR.L 2.40%
Nestle SA NESN 2.22%
Samsung Electronics Co Ltd 005930.KS 1.94%
Siemens AG SIE.DE 1.88%
Royal Philips NV PHIA 1.87%
Novartis AG NOVN 1.87%
Toyota Industries Corp 6201 1.86%
Sanofi SA SAN.PA 1.85%
Nintendo Co Ltd 7974 1.83%

Other relevant TSWIX comparisons

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