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LIORX vs TRWTX
LIORX vs TRWTX Comparison
Open Charts LIORX vs TRWTX
ClearBridge International Value R
Price$11.13
Change-$0.10 (-0.89%)
VolumeN/A
Net Assets161.41M
Transamerica International Equity I3
Price$22.39
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets4.26B
LIORX vs TRWTX Comparison Chart
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LIORX 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 LIORX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. LIORX (161M). LIORX pays higher dividends than TRWTX: LIORX (3.73) vs TRWTX (3.11). LIORX was incepted earlier than TRWTX: LIORX (11 years) vs TRWTX (32 years). LIORX is a more actively managed with annual turnover of: 27.00 vs. TRWTX (16.00). LIORX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 11.69 vs. LIORX (10.89). LIORX return over 5 years is better than : 40.73 vs. TRWTX (36.63).
| LIORX | TRWTX | LIORX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 9.118 | 9.433 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 4.26B | 4% |
| Annual Yield % from dividends | 3.73 | 3.11 | 120% |
| Returns for 1 year | 10.89 | 11.69 | 93% |
| Returns for 3 years | 13.45 | 15.63 | 86% |
| Returns for 5 years | 40.73 | 36.63 | 111% |
| Returns for 10 years | 27.84 | 48.13 | 58% |
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