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SBIDX vs TRWTX
SBIDX vs TRWTX Comparison
Open Charts SBIDX vs TRWTX
Sterling Capital Behavioral Intl Eq C
Price$9.86
Change-$0.20 (-1.99%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
SBIDX vs TRWTX Comparison Chart
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SBIDX 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 SBIDX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SBIDX (127M). 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 : 4.72 vs. SBIDX (4.18). TRWTX return over 5 years is better than : 22.03 vs. SBIDX (10.43).
| 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 | 3.030 | 2.948 | 103% |
| 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 | 3.74 | 3.11 | 120% |
| Returns for 1 year | 4.18 | 4.72 | 88% |
| Returns for 3 years | 12.88 | 4.68 | 275% |
| Returns for 5 years | 10.43 | 22.03 | 47% |
| Returns for 10 years | 21.69 | 39.89 | 54% |
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