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SBIDX vs TRWTX
SBIDX vs TRWTX Comparison
Open Charts SBIDX vs TRWTX
Sterling Capital Behavioral Intl Eq C
Price$9.65
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets125.49M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.11B
SBIDX vs TRWTX Comparison Chart
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SBIDX 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 SBIDX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.11B vs. SBIDX (125M). SBIDX pays higher dividends than TRWTX: SBIDX (3.74) vs TRWTX (3.11). SBIDX was incepted earlier than TRWTX: SBIDX (10 years) vs TRWTX (32 years). SBIDX is a more actively managed with annual turnover of: 86.05 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than SBIDX: TRWTX (0) vs SBIDX (1000). TRWTX annual gain was more profitable for investors over the last year : 7.68 vs. SBIDX (5.18). TRWTX return over 5 years is better than : 23.04 vs. SBIDX (10.88).
| SBIDX | TRWTX | SBIDX / 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 | -0.310 | 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 | 4.11B | 3% |
| Annual Yield % from dividends | 3.74 | 3.11 | 120% |
| Returns for 1 year | 5.18 | 7.68 | 67% |
| Returns for 3 years | 7.95 | 2.86 | 278% |
| Returns for 5 years | 10.88 | 23.04 | 47% |
| Returns for 10 years | 24.48 | 46.82 | 52% |
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