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JDIUX vs TRWTX
JDIUX vs TRWTX Comparison
Open Charts JDIUX vs TRWTX
JHancock Disciplined Value Intl R6
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets4.69B
Transamerica International Equity I3
Price$22.51
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets4.19B
JDIUX vs TRWTX Comparison Chart
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JDIUX vs. TRWTX commentary
Apr 04, 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 JDIUX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
JDIUX has more cash in the bank: 4.69B vs. TRWTX (4.19B). TRWTX pays higher dividends than JDIUX: TRWTX (2.51) vs JDIUX (1.80). JDIUX was incepted earlier than TRWTX: JDIUX (13 years) vs TRWTX (32 years). TRWTX (0.76) and JDIUX (0.75) have similar cost to investors . JDIUX is a more actively managed with annual turnover of: 91.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than JDIUX: TRWTX (0) vs JDIUX (1000000). TRWTX annual gain was more profitable for investors over the last year : 10.33 vs. JDIUX (-4.54). TRWTX return over 5 years is better than : 91.24 vs. JDIUX (76.51).
| JDIUX | TRWTX | JDIUX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 11.660 | 9.726 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 4.19B | 112% |
| Annual Yield % from dividends | 1.80 | 2.51 | 72% |
| Returns for 1 year | -4.54 | 10.33 | -44% |
| Returns for 3 years | 7.44 | 18.94 | 39% |
| Returns for 5 years | 76.51 | 91.24 | 84% |
| Returns for 10 years | 30.21 | 47.86 | 63% |
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