Ad is loading...
JDISX vs TRWTX
JDISX vs TRWTX Comparison
Open Charts JDISX vs TRWTX
JHancock Disciplined Value Intl R2
Price$14.44
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
JDISX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDISX 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 JDISX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. JDISX (3.32B). TRWTX pays higher dividends than JDISX: TRWTX (3.11) vs JDISX (1.44). JDISX was incepted earlier than TRWTX: JDISX (10 years) vs TRWTX (32 years). JDISX is a more actively managed with annual turnover of: 71.00 vs. TRWTX (16.00). JDISX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 8.52 vs. JDISX (-1.24). TRWTX return over 5 years is better than : 25.36 vs. JDISX (24.08).
| JDISX | TRWTX | JDISX / 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 | 1.441 | 5.700 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 4.31B | 77% |
| Annual Yield % from dividends | 1.44 | 3.11 | 46% |
| Returns for 1 year | -1.24 | 8.52 | -15% |
| Returns for 3 years | 10.06 | 7.48 | 134% |
| Returns for 5 years | 24.08 | 25.36 | 95% |
| Returns for 10 years | 33.92 | 43.63 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WLCTX | 10.82 | N/A | N/A |
| Wilshire International Equity Invmt | |||
| NAINX | 12.23 | N/A | N/A |
| Virtus Tactical Allocation A | |||
| CLVRX | 33.01 | N/A | N/A |
| Calvert US Large Cap Value Rspnb Idx R6 | |||
| BISLX | 10.87 | -0.02 | -0.18% |
| Brown Advisory Sustainable Intl Ldrs Inv | |||
| PASSX | 57.46 | -0.64 | -1.10% |
| T. Rowe Price Small-Cap Stock Adv | |||