Ad is loading...
LIORX vs TRWTX
LIORX vs TRWTX Comparison
Open Charts LIORX vs TRWTX
ClearBridge International Value R
Price$10.33
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets153.25M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
LIORX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LIORX vs. TRWTX commentary
Jan 19, 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. LIORX (153M). 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 (7.68) and LIORX (7.34) have marching annual gain over last year. TRWTX (23.04) and LIORX (22.02) have equivalent 5 years return.
| 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 | 1.275 | 1.613 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 4.12B | 4% |
| Annual Yield % from dividends | 3.73 | 3.11 | 120% |
| Returns for 1 year | 7.34 | 7.68 | 96% |
| Returns for 3 years | 1.36 | 2.86 | 48% |
| Returns for 5 years | 22.02 | 23.04 | 96% |
| Returns for 10 years | 25.57 | 46.82 | 55% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers