Ad is loading...
SBIAX vs TRWTX
SBIAX vs TRWTX Comparison
Open Charts SBIAX vs TRWTX
Sterling Capital Behavioral Intl Eq A
Price$9.60
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets125.49M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
SBIAX vs TRWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBIAX vs. TRWTX commentary
Jan 19, 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 SBIAX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. SBIAX (125M). 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 : 7.68 vs. SBIAX (5.99). TRWTX return over 5 years is better than : 23.04 vs. SBIAX (15.08).
| 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 | -0.312 | 1.613 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 4.12B | 3% |
| Annual Yield % from dividends | 4.42 | 3.11 | 142% |
| Returns for 1 year | 5.99 | 7.68 | 78% |
| Returns for 3 years | 10.38 | 2.86 | 363% |
| Returns for 5 years | 15.08 | 23.04 | 65% |
| Returns for 10 years | 34.28 | 46.82 | 73% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers