Interact to see
Advertisement
Advertisement
JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$17.19
Change-$0.17 (-0.98%)
VolumeN/A
Net Assets5.82B
Transamerica International Equity I3
Price$25.41
Change-$0.29 (-1.13%)
VolumeN/A
Net Assets4.44B
JDIBX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDIBX vs. TRWTX commentary
Nov 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 JDIBX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 5.82B vs. TRWTX (4.44B). TRWTX pays higher dividends than JDIBX: TRWTX (2.19) vs JDIBX (1.21). 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 : 23.64 vs. JDIBX (18.29). TRWTX return over 5 years is better than : 53.84 vs. JDIBX (50.36).
| 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 | 34.054 | 25.611 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 4.44B | 131% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 18.29 | 23.64 | 77% |
| Returns for 3 years | 36.74 | 51.34 | 72% |
| Returns for 5 years | 50.36 | 53.84 | 94% |
| Returns for 10 years | 59.31 | 73.82 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRQZX | 101.60 | 0.24 | +0.24% |
| T. Rowe Price Mid-Cap Growth Z | |||
| AUUYX | 25.46 | N/A | N/A |
| AB Select US Equity Advisor | |||
| PAEEX | 22.67 | -0.14 | -0.61% |
| Putnam Dynamic Asset Allocation Gr R6 | |||
| USPCX | 30.66 | -0.22 | -0.71% |
| Union Street Partners Value C | |||
| BIRKX | 23.51 | -0.21 | -0.89% |
| BlackRock Sust Awr Advtg Lg Cp Cr K | |||