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LIORX vs TRWTX
LIORX vs TRWTX Comparison
Open Charts LIORX vs TRWTX
ClearBridge International Value R
Price$11.21
Change-$0.12 (-1.06%)
VolumeN/A
Net Assets163.2M
Transamerica International Equity I3
Price$22.45
Change-$0.23 (-1.01%)
VolumeN/A
Net Assets4.24B
LIORX vs TRWTX Comparison Chart
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LIORX vs. TRWTX commentary
Apr 01, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.24B vs. LIORX (163M). TRWTX pays higher dividends than LIORX: TRWTX (2.51) vs LIORX (1.45). LIORX was incepted earlier than TRWTX: LIORX (11 years) vs TRWTX (32 years). LIORX (1.54) is less costly to investors than TRWTX (0.76). LIORX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). LIORX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 10.46 vs. LIORX (7.80). LIORX return over 5 years is better than : 113.61 vs. TRWTX (91.71).
| LIORX | TRWTX | LIORX / TRWTX | |
| Total Expense Ratio | 1.51 | 0.76 | 199% |
| Annual Report Gross Expense Ratio | 1.54 | 0.76 | 203% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 11.078 | 10.850 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 4.24B | 4% |
| Annual Yield % from dividends | 1.45 | 2.51 | 58% |
| Returns for 1 year | 7.80 | 10.46 | 75% |
| Returns for 3 years | 20.04 | 20.16 | 99% |
| Returns for 5 years | 113.61 | 91.71 | 124% |
| Returns for 10 years | 29.15 | 49.38 | 59% |
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