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SWRLX vs TRWTX
SWRLX vs TRWTX Comparison
Open Charts SWRLX vs TRWTX
Touchstone International Value A
Price$16.07
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets104.29M
Transamerica International Equity I3
Price$22.27
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets4.06B
SWRLX vs TRWTX Comparison Chart
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SWRLX vs. TRWTX commentary
Apr 25, 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: 4.06B vs. SWRLX (104M). 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 : 10.51 vs. SWRLX (6.43). TRWTX return over 5 years is better than : 73.08 vs. SWRLX (35.80).
| 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 | 13.778 | 8.065 | 171% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 4.06B | 3% |
| Annual Yield % from dividends | 3.31 | 2.51 | 132% |
| Returns for 1 year | 6.43 | 10.51 | 61% |
| Returns for 3 years | 15.95 | 22.01 | 72% |
| Returns for 5 years | 35.80 | 73.08 | 49% |
| Returns for 10 years | 3.44 | 40.02 | 9% |
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