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JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$16.61
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets5.6B
Transamerica International Equity I3
Price$25.12
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets4.49B
JDIBX vs TRWTX Comparison Chart in %
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JDIBX vs. TRWTX commentary
Aug 29, 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: 5.6B vs. TRWTX (4.49B). 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 : 14.71 vs. JDIBX (3.73). TRWTX return over 5 years is better than : 60.47 vs. JDIBX (53.25).
| 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 | 27.645 | 22.483 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 4.49B | 125% |
| Annual Yield % from dividends | 1.31 | 2.34 | 56% |
| Returns for 1 year | 3.73 | 14.71 | 25% |
| Returns for 3 years | 37.76 | 55.87 | 68% |
| Returns for 5 years | 53.25 | 60.47 | 88% |
| Returns for 10 years | 51.44 | 72.24 | 71% |
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