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SBIEX vs TRWTX
SBIEX vs TRWTX Comparison
Open Charts SBIEX vs TRWTX
ClearBridge International Value A
Price$10.89
Change+$0.15 (+1.40%)
VolumeN/A
Net Assets147.66M
Transamerica International Equity I3
Price$21.51
Change+$0.24 (+1.13%)
VolumeN/A
Net Assets3.91B
SBIEX vs TRWTX Comparison Chart
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SBIEX vs. TRWTX commentary
Apr 15, 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: 3.91B vs. SBIEX (148M). TRWTX pays higher dividends than SBIEX: TRWTX (2.51) vs SBIEX (1.74). SBIEX was incepted earlier than TRWTX: SBIEX (39 years) vs TRWTX (32 years). SBIEX (1.45) 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 : 6.73 vs. SBIEX (4.37). SBIEX return over 5 years is better than : 89.76 vs. TRWTX (67.94).
| SBIEX | TRWTX | SBIEX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.45 | 0.76 | 191% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 4.678 | 3.959 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 3.91B | 4% |
| Annual Yield % from dividends | 1.74 | 2.51 | 70% |
| Returns for 1 year | 4.37 | 6.73 | 65% |
| Returns for 3 years | 16.49 | 16.11 | 102% |
| Returns for 5 years | 89.76 | 67.94 | 132% |
| Returns for 10 years | 22.54 | 37.64 | 60% |
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