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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
ClearBridge International Value I
Price$10.37
Change-$0.04 (-0.38%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$21.19
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
SBIYX vs TRWTX Comparison Chart
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SBIYX vs. TRWTX commentary
Nov 18, 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 Buy and TRWTX is a Sell.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SBIYX (155M). 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 : 13.09 vs. SBIYX (9.07). SBIYX return over 5 years is better than : 29.30 vs. TRWTX (27.56).
| 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 | 3.390 | 4.128 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 4.32B | 4% |
| Annual Yield % from dividends | 4.24 | 3.11 | 136% |
| Returns for 1 year | 9.07 | 13.09 | 69% |
| Returns for 3 years | 5.41 | 2.86 | 189% |
| Returns for 5 years | 29.30 | 27.56 | 106% |
| Returns for 10 years | 22.81 | 39.20 | 58% |
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