Ad is loading...
JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$14.21
Change+$0.15 (+1.07%)
VolumeN/A
Net Assets4.56B
Transamerica International Equity I3
Price$21.82
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets3.96B
JDIBX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDIBX vs. TRWTX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 4.56B vs. TRWTX (3.96B). TRWTX pays higher dividends than JDIBX: TRWTX (2.51) vs JDIBX (1.44). JDIBX was incepted earlier than TRWTX: JDIBX (11 years) vs TRWTX (32 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 : 10.66 vs. JDIBX (-4.58). TRWTX return over 5 years is better than : 67.60 vs. JDIBX (55.18).
| 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 | 32 years | - |
| Gain YTD | 8.571 | 6.207 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 3.96B | 115% |
| Annual Yield % from dividends | 1.44 | 2.51 | 57% |
| Returns for 1 year | -4.58 | 10.66 | -43% |
| Returns for 3 years | 5.75 | 18.62 | 31% |
| Returns for 5 years | 55.18 | 67.60 | 82% |
| Returns for 10 years | 21.31 | 40.62 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...