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JIESX vs TRWTX
JIESX vs TRWTX Comparison
Open Charts JIESX vs TRWTX
JPMorgan Developed International Value I
Price$14.15
Change+$0.03 (+0.21%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.47
Change-$0.52 (-2.48%)
VolumeN/A
CapitalizationN/A
JIESX vs TRWTX Comparison Chart
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JIESX vs. TRWTX commentary
Dec 25, 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 JIESX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.21B vs. JIESX (639M). JIESX pays higher dividends than TRWTX: JIESX (4.67) vs TRWTX (3.11). JIESX was incepted earlier than TRWTX: JIESX (23 years) vs TRWTX (32 years). JIESX is a more actively managed with annual turnover of: 34.00 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than JIESX: TRWTX (0) vs JIESX (1000000). JIESX annual gain was more profitable for investors over the last year : 10.02 vs. TRWTX (4.43). JIESX return over 5 years is better than : 32.96 vs. TRWTX (22.13).
| JIESX | TRWTX | JIESX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 9.201 | 3.145 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 4.21B | 15% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 10.02 | 4.43 | 226% |
| Returns for 3 years | 19.50 | 2.78 | 701% |
| Returns for 5 years | 32.96 | 22.13 | 149% |
| Returns for 10 years | 42.10 | 41.62 | 101% |
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