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LSIUX vs TRWTX
LSIUX vs TRWTX Comparison
Open Charts LSIUX vs TRWTX
ClearBridge International Value IS
Price$10.31
Change-$0.77 (-6.95%)
VolumeN/A
Net Assets143.23M
Transamerica International Equity I3
Price$20.36
Change-$1.51 (-6.90%)
VolumeN/A
Net Assets3.8B
LSIUX vs TRWTX Comparison Chart
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LSIUX vs. TRWTX commentary
Apr 07, 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 LSIUX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.81B vs. LSIUX (143M). TRWTX pays higher dividends than LSIUX: TRWTX (2.51) vs LSIUX (2.18). LSIUX was incepted earlier than TRWTX: LSIUX (17 years) vs TRWTX (32 years). LSIUX (0.93) is less costly to investors than TRWTX (0.76). LSIUX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than LSIUX: TRWTX (0) vs LSIUX (1000000). TRWTX annual gain was more profitable for investors over the last year : 0.11 vs. LSIUX (-2.06). LSIUX return over 5 years is better than : 98.72 vs. TRWTX (73.43).
| LSIUX | TRWTX | LSIUX / TRWTX | |
| Total Expense Ratio | 0.81 | 0.76 | 107% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 0.000 | -0.489 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 3.81B | 4% |
| Annual Yield % from dividends | 2.18 | 2.51 | 87% |
| Returns for 1 year | -2.06 | 0.11 | -1,897% |
| Returns for 3 years | 11.95 | 9.29 | 129% |
| Returns for 5 years | 98.72 | 73.43 | 134% |
| Returns for 10 years | 21.32 | 32.55 | 66% |