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SBIEX vs TRWTX
SBIEX vs TRWTX Comparison
Open Charts SBIEX vs TRWTX
ClearBridge International Value A
Price$10.39
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets153.25M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
SBIEX vs TRWTX Comparison Chart
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SBIEX 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 SBIEX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. SBIEX (153M). SBIEX pays higher dividends than TRWTX: SBIEX (3.81) vs TRWTX (3.11). SBIEX was incepted earlier than TRWTX: SBIEX (39 years) vs TRWTX (32 years). SBIEX is a more actively managed with annual turnover of: 27.00 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than SBIEX: TRWTX (0) vs SBIEX (1000). TRWTX (7.68) and SBIEX (7.54) have marching annual gain over last year. SBIEX (23.31) and TRWTX (23.04) have equivalent 5 years return.
| SBIEX | TRWTX | SBIEX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 1.267 | 1.613 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 4.12B | 4% |
| Annual Yield % from dividends | 3.81 | 3.11 | 122% |
| Returns for 1 year | 7.54 | 7.68 | 98% |
| Returns for 3 years | 1.99 | 2.86 | 69% |
| Returns for 5 years | 23.31 | 23.04 | 101% |
| Returns for 10 years | 28.31 | 46.82 | 60% |
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