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SBIIX vs TRWTX
SBIIX vs TRWTX Comparison
Open Charts SBIIX vs TRWTX
Sterling Capital Behavioral Intl Eq Inst
Price$9.89
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.99
Change+$0.04 (+0.19%)
VolumeN/A
CapitalizationN/A
SBIIX vs TRWTX Comparison Chart
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SBIIX vs. TRWTX commentary
Dec 24, 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 SBIIX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.21B vs. SBIIX (124M). SBIIX pays higher dividends than TRWTX: SBIIX (4.66) vs TRWTX (3.11). SBIIX was incepted earlier than TRWTX: SBIIX (10 years) vs TRWTX (32 years). SBIIX is a more actively managed with annual turnover of: 86.05 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than SBIIX: TRWTX (0) vs SBIIX (1000000). SBIIX annual gain was more profitable for investors over the last year : 4.95 vs. TRWTX (4.43). TRWTX return over 5 years is better than : 22.27 vs. SBIIX (16.02).
| SBIIX | TRWTX | SBIIX / 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 | 4.105 | 3.145 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 4.21B | 3% |
| Annual Yield % from dividends | 4.66 | 3.11 | 150% |
| Returns for 1 year | 4.95 | 4.43 | 112% |
| Returns for 3 years | 15.36 | 4.21 | 365% |
| Returns for 5 years | 16.02 | 22.27 | 72% |
| Returns for 10 years | 34.05 | 41.87 | 81% |
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