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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$10.99
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets161.41M
Transamerica International Equity I3
Price$22.39
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets4.26B
SBIYX vs TRWTX Comparison Chart
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SBIYX vs. TRWTX commentary
Feb 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 SBIYX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. SBIYX (161M). SBIYX pays higher dividends than TRWTX: SBIYX (4.24) vs TRWTX (3.11). SBIYX was incepted earlier than TRWTX: SBIYX (18 years) vs TRWTX (32 years). SBIYX is a more actively managed with annual turnover of: 27.00 vs. TRWTX (16.00). TRWTX has a lower initial minimum investment than SBIYX: TRWTX (0) vs SBIYX (1000000). TRWTX (11.69) and SBIYX (11.39) have marching annual gain over last year. SBIYX return over 5 years is better than : 44.66 vs. TRWTX (36.63).
| SBIYX | TRWTX | SBIYX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 9.136 | 9.433 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 4.26B | 4% |
| Annual Yield % from dividends | 4.24 | 3.11 | 136% |
| Returns for 1 year | 11.39 | 11.69 | 97% |
| Returns for 3 years | 15.36 | 15.63 | 98% |
| Returns for 5 years | 44.66 | 36.63 | 122% |
| Returns for 10 years | 33.61 | 48.13 | 70% |
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