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SWRLX vs TRWTX
SWRLX vs TRWTX Comparison
Open Charts SWRLX vs TRWTX
Touchstone International Value A
Price$15.76
Change-$0.35 (-2.17%)
VolumeN/A
Net Assets105.33M
Transamerica International Equity I3
Price$21.87
Change-$0.64 (-2.84%)
VolumeN/A
Net Assets4.23B
SWRLX vs TRWTX Comparison Chart
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SWRLX vs. TRWTX commentary
Apr 04, 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 SWRLX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. SWRLX (105M). SWRLX pays higher dividends than TRWTX: SWRLX (3.31) vs TRWTX (2.51). SWRLX was incepted earlier than TRWTX: SWRLX (32 years) vs TRWTX (32 years). SWRLX (1.48) is less costly to investors than TRWTX (0.76). SWRLX is a more actively managed with annual turnover of: 112.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SWRLX: TRWTX (0) vs SWRLX (2500). TRWTX annual gain was more profitable for investors over the last year : 10.05 vs. SWRLX (4.23). TRWTX return over 5 years is better than : 91.75 vs. SWRLX (51.54).
| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 14.418 | 10.020 | 144% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 4.23B | 2% |
| Annual Yield % from dividends | 3.31 | 2.51 | 132% |
| Returns for 1 year | 4.23 | 10.05 | 42% |
| Returns for 3 years | 13.68 | 18.79 | 73% |
| Returns for 5 years | 51.54 | 91.75 | 56% |
| Returns for 10 years | 5.88 | 47.11 | 12% |
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