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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$10.02
Change-$0.23 (-2.24%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$20.95
Change-$0.56 (-2.60%)
VolumeN/A
CapitalizationN/A
SBIYX vs TRWTX Comparison Chart
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SBIYX vs. TRWTX commentary
Dec 19, 2024
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: 4.31B vs. SBIYX (154M). 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 annual gain was more profitable for investors over the last year : 4.72 vs. SBIYX (3.92). SBIYX return over 5 years is better than : 23.98 vs. TRWTX (22.03).
| 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 | 2.162 | 2.948 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 4.31B | 4% |
| Annual Yield % from dividends | 4.24 | 3.11 | 136% |
| Returns for 1 year | 3.92 | 4.72 | 83% |
| Returns for 3 years | 9.47 | 4.68 | 202% |
| Returns for 5 years | 23.98 | 22.03 | 109% |
| Returns for 10 years | 26.57 | 39.89 | 67% |
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