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SBIIX vs TRWTX
SBIIX vs TRWTX Comparison
Open Charts SBIIX vs TRWTX
Sterling Capital Behavioral Intl Eq Inst
Price$8.88
Change-$0.71 (-7.40%)
VolumeN/A
Net Assets125.49M
Transamerica International Equity I3
Price$21.16
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets4.2B
SBIIX vs TRWTX Comparison Chart
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SBIIX vs. TRWTX commentary
Jan 23, 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 SBIIX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.2B vs. SBIIX (125M). 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). TRWTX annual gain was more profitable for investors over the last year : 9.16 vs. SBIIX (-1.70). TRWTX return over 5 years is better than : 25.84 vs. SBIIX (9.21).
| 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 | -7.692 | 3.421 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 4.2B | 3% |
| Annual Yield % from dividends | 4.66 | 3.11 | 150% |
| Returns for 1 year | -1.70 | 9.16 | -19% |
| Returns for 3 years | 5.70 | 6.93 | 82% |
| Returns for 5 years | 9.21 | 25.84 | 36% |
| Returns for 10 years | 26.08 | 47.32 | 55% |
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