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JDISX vs TRWTX
JDISX vs TRWTX Comparison
Open Charts JDISX vs TRWTX
JHancock Disciplined Value Intl R2
Price$13.45
Change-$0.17 (-1.25%)
VolumeN/A
Net Assets4.4B
Transamerica International Equity I3
Price$20.69
Change-$0.40 (-1.90%)
VolumeN/A
Net Assets3.93B
JDISX vs TRWTX Comparison Chart
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JDISX vs. TRWTX commentary
Apr 11, 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 JDISX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDISX has more cash in the bank: 4.41B vs. TRWTX (3.93B). TRWTX pays higher dividends than JDISX: TRWTX (2.51) vs JDISX (1.31). JDISX was incepted earlier than TRWTX: JDISX (11 years) vs TRWTX (32 years). JDISX (1.25) is less costly to investors than TRWTX (0.76). JDISX is a more actively managed with annual turnover of: 91.00 vs. TRWTX (12.00). JDISX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 4.10 vs. JDISX (-11.02). TRWTX return over 5 years is better than : 62.33 vs. JDISX (50.22).
| JDISX | TRWTX | JDISX / TRWTX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 4.931 | 3.079 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.41B | 3.93B | 112% |
| Annual Yield % from dividends | 1.31 | 2.51 | 52% |
| Returns for 1 year | -11.02 | 4.10 | -269% |
| Returns for 3 years | 1.92 | 15.07 | 13% |
| Returns for 5 years | 50.22 | 62.33 | 81% |
| Returns for 10 years | 16.47 | 36.55 | 45% |
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