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SBICX vs TRWTX
SBICX vs TRWTX Comparison
Open Charts SBICX vs TRWTX
ClearBridge International Value C
Price$8.83
Change-$0.27 (-2.97%)
VolumeN/A
Net Assets166.46M
Transamerica International Equity I3
Price$22.83
Change-$0.60 (-2.56%)
VolumeN/A
Net Assets4.44B
SBICX vs TRWTX Comparison Chart
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SBICX vs. TRWTX commentary
Mar 11, 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 SBICX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. SBICX (166M). TRWTX pays higher dividends than SBICX: TRWTX (2.51) vs SBICX (1.61). SBICX was incepted earlier than TRWTX: SBICX (32 years) vs TRWTX (32 years). SBICX (2.02) is less costly to investors than TRWTX (0.76). SBICX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SBICX: TRWTX (0) vs SBICX (1000). TRWTX annual gain was more profitable for investors over the last year : 14.87 vs. SBICX (12.02). SBICX return over 5 years is better than : 63.47 vs. TRWTX (59.00).
| SBICX | TRWTX | SBICX / TRWTX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.02 | 0.76 | 266% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 13.466 | 14.516 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 4.44B | 4% |
| Annual Yield % from dividends | 1.61 | 2.51 | 64% |
| Returns for 1 year | 12.02 | 14.87 | 81% |
| Returns for 3 years | 31.21 | 36.46 | 86% |
| Returns for 5 years | 63.47 | 59.00 | 108% |
| Returns for 10 years | 32.69 | 61.23 | 53% |
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