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SBIEX vs TRWTX
SBIEX vs TRWTX Comparison
Open Charts SBIEX vs TRWTX
ClearBridge International Value A
Price$12.26
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets166.64M
Transamerica International Equity I3
Price$24.15
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets4.28B
SBIEX vs TRWTX Comparison Chart
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SBIEX vs. TRWTX commentary
May 31, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. SBIEX (167M). TRWTX pays higher dividends than SBIEX: TRWTX (2.46) vs SBIEX (1.70). SBIEX was incepted earlier than TRWTX: SBIEX (39 years) vs TRWTX (32 years). SBIEX (1.47) is less costly to investors than TRWTX (0.76). SBIEX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). 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 : 15.90 vs. SBIEX (14.45). SBIEX return over 5 years is better than : 94.82 vs. TRWTX (71.90).
| SBIEX | TRWTX | SBIEX / TRWTX | |
| Total Expense Ratio | 1.29 | 0.76 | 170% |
| Annual Report Gross Expense Ratio | 1.47 | 0.76 | 193% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 18.616 | 16.862 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 4.28B | 4% |
| Annual Yield % from dividends | 1.70 | 2.46 | 69% |
| Returns for 1 year | 14.45 | 15.90 | 91% |
| Returns for 3 years | 30.50 | 31.13 | 98% |
| Returns for 5 years | 94.82 | 71.90 | 132% |
| Returns for 10 years | 39.12 | 52.56 | 74% |
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