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LIORX vs TRWTX
LIORX vs TRWTX Comparison
Open Charts LIORX vs TRWTX
ClearBridge International Value R
Price$10.15
Change-$0.24 (-2.31%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
LIORX vs TRWTX Comparison Chart
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LIORX vs. TRWTX commentary
Dec 19, 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 LIORX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. LIORX (154M). 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 : 8.52 vs. LIORX (6.65). TRWTX return over 5 years is better than : 25.36 vs. LIORX (22.98).
| 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 | 4.023 | 5.700 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 4.31B | 4% |
| Annual Yield % from dividends | 3.73 | 3.11 | 120% |
| Returns for 1 year | 6.65 | 8.52 | 78% |
| Returns for 3 years | 10.08 | 7.48 | 135% |
| Returns for 5 years | 22.98 | 25.36 | 91% |
| Returns for 10 years | 23.93 | 43.63 | 55% |
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