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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$10.19
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets153.25M
Transamerica International Equity I3
Price$20.79
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets4.12B
SBIYX vs TRWTX Comparison Chart
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SBIYX vs. TRWTX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.12B vs. SBIYX (153M). 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). SBIYX (7.88) and TRWTX (7.68) have marching annual gain over last year. SBIYX return over 5 years is better than : 25.44 vs. TRWTX (23.04).
| 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 | 1.192 | 1.613 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 4.12B | 4% |
| Annual Yield % from dividends | 4.24 | 3.11 | 136% |
| Returns for 1 year | 7.88 | 7.68 | 102% |
| Returns for 3 years | 3.02 | 2.86 | 106% |
| Returns for 5 years | 25.44 | 23.04 | 110% |
| Returns for 10 years | 31.08 | 46.82 | 66% |
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