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LIRSX vs TRWTX
LIRSX vs TRWTX Comparison
Open Charts LIRSX vs TRWTX
Lord Abbett International Value R4
Price$8.52
Change-$0.16 (-1.84%)
VolumeN/A
Net Assets420.42M
Transamerica International Equity I3
Price$21.87
Change-$0.64 (-2.84%)
VolumeN/A
Net Assets4.23B
LIRSX vs TRWTX Comparison Chart
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LIRSX vs. TRWTX commentary
Apr 04, 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 LIRSX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. LIRSX (420M). LIRSX pays higher dividends than TRWTX: LIRSX (2.91) vs TRWTX (2.51). LIRSX was incepted earlier than TRWTX: LIRSX (10 years) vs TRWTX (32 years). LIRSX (1.01) is less costly to investors than TRWTX (0.76). LIRSX is a more actively managed with annual turnover of: 54.00 vs. TRWTX (12.00). LIRSX (0) and TRWTX (0) have matching initial minimum investment requirements. LIRSX annual gain was more profitable for investors over the last year : 12.78 vs. TRWTX (10.05). TRWTX (91.75) and LIRSX (88.85) have equivalent 5 years return.
| LIRSX | TRWTX | LIRSX / TRWTX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 11.113 | 10.020 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 4.23B | 10% |
| Annual Yield % from dividends | 2.91 | 2.51 | 116% |
| Returns for 1 year | 12.78 | 10.05 | 127% |
| Returns for 3 years | 19.78 | 18.79 | 105% |
| Returns for 5 years | 88.85 | 91.75 | 97% |
| Returns for 10 years | N/A | 47.11 | - |
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