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JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$16.30
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets5.41B
Transamerica International Equity I3
Price$24.66
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets4.34B
JDIBX vs TRWTX Comparison Chart in %
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JDIBX vs. TRWTX commentary
Aug 08, 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 JDIBX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 5.41B vs. TRWTX (4.34B). TRWTX pays higher dividends than JDIBX: TRWTX (2.34) vs JDIBX (1.31). JDIBX was incepted earlier than TRWTX: JDIBX (11 years) vs TRWTX (33 years). JDIBX (1.12) is less costly to investors than TRWTX (0.76). JDIBX is a more actively managed with annual turnover of: 91.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than JDIBX: TRWTX (0) vs JDIBX (1000). TRWTX annual gain was more profitable for investors over the last year : 20.82 vs. JDIBX (9.60). TRWTX return over 5 years is better than : 59.63 vs. JDIBX (52.74).
| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 24.788 | 18.719 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 4.34B | 125% |
| Annual Yield % from dividends | 1.31 | 2.34 | 56% |
| Returns for 1 year | 9.60 | 20.82 | 46% |
| Returns for 3 years | 30.57 | 43.20 | 71% |
| Returns for 5 years | 52.74 | 59.63 | 88% |
| Returns for 10 years | 39.22 | 54.81 | 72% |
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