SIMYX
Price
$13.00
Change
+$0.05 (+0.39%)
Updated
Aug 7 closing price
Net Assets
225.36M
TRWTX
Price
$24.66
Change
+$0.37 (+1.52%)
Updated
Aug 7 closing price
Net Assets
4.34B
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SIMYX vs TRWTX

Header iconSIMYX vs TRWTX Comparison
Open Charts SIMYX vs TRWTXBanner chart's image
SEI Tax-Managed Intl Mgd Vol Y (SIMT)
Price$13.00
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets225.36M
Transamerica International Equity I3
Price$24.66
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets4.34B
SIMYX vs TRWTX Comparison Chart in %
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SIMYX vs. TRWTX commentary
Aug 08, 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 SIMYX is a Buy and TRWTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.34B vs. SIMYX (225M). SIMYX pays higher dividends than TRWTX: SIMYX (4.40) vs TRWTX (2.34). SIMYX was incepted earlier than TRWTX: SIMYX (9 years) vs TRWTX (33 years). SIMYX (1.08) is less costly to investors than TRWTX (0.76). SIMYX is a more actively managed with annual turnover of: 59.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SIMYX: TRWTX (0) vs SIMYX (100000). SIMYX annual gain was more profitable for investors over the last year : 23.47 vs. TRWTX (20.82). TRWTX return over 5 years is better than : 59.63 vs. SIMYX (50.64).
SIMYXTRWTXSIMYX / TRWTX
Total Expense Ratio1.080.76142%
Annual Report Gross Expense Ratio1.080.76142%
Fund Existence9 years33 years-
Gain YTD21.71118.719116%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets225M4.34B5%
Annual Yield % from dividends4.402.34189%
Returns for 1 year23.4720.82113%
Returns for 3 years46.4443.20108%
Returns for 5 years50.6459.6385%
Returns for 10 yearsN/A54.81-
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