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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$10.82
Change-$0.31 (-2.79%)
VolumeN/A
Net Assets158.42M
Transamerica International Equity I3
Price$21.87
Change-$0.64 (-2.84%)
VolumeN/A
Net Assets4.23B
SBIYX vs TRWTX Comparison Chart
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SBIYX vs. TRWTX commentary
Apr 05, 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: 4.23B vs. SBIYX (158M). TRWTX pays higher dividends than SBIYX: TRWTX (2.51) vs SBIYX (2.14). SBIYX was incepted earlier than TRWTX: SBIYX (18 years) vs TRWTX (32 years). SBIYX (1.02) 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). TRWTX annual gain was more profitable for investors over the last year : 10.05 vs. SBIYX (7.48). SBIYX return over 5 years is better than : 119.03 vs. TRWTX (91.75).
| SBIYX | TRWTX | SBIYX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 10.526 | 10.020 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 4.23B | 4% |
| Annual Yield % from dividends | 2.14 | 2.51 | 85% |
| Returns for 1 year | 7.48 | 10.05 | 74% |
| Returns for 3 years | 21.37 | 18.79 | 114% |
| Returns for 5 years | 119.03 | 91.75 | 130% |
| Returns for 10 years | 33.01 | 47.11 | 70% |
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