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JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$14.42
Change-$0.34 (-2.30%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
JDIBX vs TRWTX Comparison Chart
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JDIBX vs. TRWTX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JDIBX (3.32B). TRWTX pays higher dividends than JDIBX: TRWTX (3.11) vs JDIBX (1.58). JDIBX was incepted earlier than TRWTX: JDIBX (10 years) vs TRWTX (32 years). JDIBX is a more actively managed with annual turnover of: 71.00 vs. TRWTX (16.00). 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 : 8.52 vs. JDIBX (-1.16). TRWTX (25.36) and JDIBX (24.41) have equivalent 5 years return.
| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 1.583 | 5.700 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 4.31B | 77% |
| Annual Yield % from dividends | 1.58 | 3.11 | 51% |
| Returns for 1 year | -1.16 | 8.52 | -14% |
| Returns for 3 years | 10.31 | 7.48 | 138% |
| Returns for 5 years | 24.41 | 25.36 | 96% |
| Returns for 10 years | 34.43 | 43.63 | 79% |
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