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JIESX vs TRWTX
JIESX vs TRWTX Comparison
Open Charts JIESX vs TRWTX
JPMorgan Developed International Value I
Price$15.44
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets755.51M
Transamerica International Equity I3
Price$22.39
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets4.26B
JIESX vs TRWTX Comparison Chart
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JIESX vs. TRWTX commentary
Feb 23, 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 JIESX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. JIESX (756M). 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 : 18.18 vs. TRWTX (11.69). JIESX return over 5 years is better than : 50.89 vs. TRWTX (36.63).
| 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 | 8.732 | 9.433 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 4.26B | 18% |
| Annual Yield % from dividends | 4.67 | 3.11 | 150% |
| Returns for 1 year | 18.18 | 11.69 | 156% |
| Returns for 3 years | 27.34 | 15.63 | 175% |
| Returns for 5 years | 50.89 | 36.63 | 139% |
| Returns for 10 years | 49.46 | 48.13 | 103% |
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