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SBIAX vs TRWTX
SBIAX vs TRWTX Comparison
Open Charts SBIAX vs TRWTX
Sterling Capital Behavioral Intl Eq A
Price$9.88
Change-$0.20 (-1.98%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
SBIAX vs TRWTX Comparison Chart
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SBIAX 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 SBIAX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SBIAX (127M). SBIAX pays higher dividends than TRWTX: SBIAX (4.42) vs TRWTX (3.11). SBIAX was incepted earlier than TRWTX: SBIAX (10 years) vs TRWTX (32 years). SBIAX is a more actively managed with annual turnover of: 86.05 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than SBIAX: TRWTX (0) vs SBIAX (1000). TRWTX annual gain was more profitable for investors over the last year : 8.52 vs. SBIAX (8.02). TRWTX return over 5 years is better than : 25.36 vs. SBIAX (16.92).
| SBIAX | TRWTX | SBIAX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 5.994 | 5.700 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 4.31B | 3% |
| Annual Yield % from dividends | 4.42 | 3.11 | 142% |
| Returns for 1 year | 8.02 | 8.52 | 94% |
| Returns for 3 years | 17.76 | 7.48 | 237% |
| Returns for 5 years | 16.92 | 25.36 | 67% |
| Returns for 10 years | 33.82 | 43.63 | 78% |
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