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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$12.43
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets172.25M
Transamerica International Equity I3
Price$24.29
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets4.32B
SBIYX vs TRWTX Comparison Chart in %
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SBIYX vs. TRWTX commentary
Aug 07, 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 SBIYX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SBIYX (172M). TRWTX pays higher dividends than SBIYX: TRWTX (2.34) vs SBIYX (2.11). SBIYX was incepted earlier than TRWTX: SBIYX (19 years) vs TRWTX (33 years). SBIYX (1.06) is less costly to investors than TRWTX (0.76). SBIYX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SBIYX: TRWTX (0) vs SBIYX (1000000). SBIYX annual gain was more profitable for investors over the last year : 23.26 vs. TRWTX (21.37). SBIYX return over 5 years is better than : 86.67 vs. TRWTX (59.04).
| SBIYX | TRWTX | SBIYX / TRWTX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 23.166 | 18.280 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 4.32B | 4% |
| Annual Yield % from dividends | 2.11 | 2.34 | 90% |
| Returns for 1 year | 23.26 | 21.37 | 109% |
| Returns for 3 years | 51.29 | 43.54 | 118% |
| Returns for 5 years | 86.67 | 59.04 | 147% |
| Returns for 10 years | 51.96 | 56.17 | 92% |
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