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SIMYX vs TRWTX
SIMYX vs TRWTX Comparison
Open Charts SIMYX vs TRWTX
SEI Tax-Managed Intl Mgd Vol Y (SIMT)
Price$11.21
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets213.03M
Transamerica International Equity I3
Price$20.69
Change-$0.40 (-1.90%)
VolumeN/A
Net Assets3.93B
SIMYX vs TRWTX Comparison Chart
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SIMYX vs. TRWTX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 3.93B vs. SIMYX (213M). SIMYX pays higher dividends than TRWTX: SIMYX (4.80) vs TRWTX (2.51). SIMYX was incepted earlier than TRWTX: SIMYX (8 years) vs TRWTX (32 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 : 9.95 vs. TRWTX (4.10). TRWTX return over 5 years is better than : 62.33 vs. SIMYX (46.36).
| SIMYX | TRWTX | SIMYX / TRWTX | |
| Total Expense Ratio | 1.08 | 0.76 | 142% |
| Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 5.733 | 3.079 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 3.93B | 5% |
| Annual Yield % from dividends | 4.80 | 2.51 | 191% |
| Returns for 1 year | 9.95 | 4.10 | 243% |
| Returns for 3 years | 16.77 | 15.07 | 111% |
| Returns for 5 years | 46.36 | 62.33 | 74% |
| Returns for 10 years | N/A | 36.55 | - |
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