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SBIEX vs TRWTX
SBIEX vs TRWTX Comparison
Open Charts SBIEX vs TRWTX
ClearBridge International Value A
Price$10.45
Change-$0.06 (-0.57%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.51
Change-$0.10 (-0.46%)
VolumeN/A
CapitalizationN/A
SBIEX vs TRWTX Comparison Chart
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SBIEX 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 SBIEX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.34B vs. SBIEX (155M). 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 annual gain was more profitable for investors over the last year : 8.52 vs. SBIEX (6.86). TRWTX (25.36) and SBIEX (24.28) 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 | 4.137 | 5.700 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 4.34B | 4% |
| Annual Yield % from dividends | 3.81 | 3.11 | 122% |
| Returns for 1 year | 6.86 | 8.52 | 80% |
| Returns for 3 years | 10.80 | 7.48 | 144% |
| Returns for 5 years | 24.28 | 25.36 | 96% |
| Returns for 10 years | 26.64 | 43.63 | 61% |
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