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SWRLX vs TRWTX
SWRLX vs TRWTX Comparison
Open Charts SWRLX vs TRWTX
Touchstone International Value A
Price$14.54
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets97.68M
Transamerica International Equity I3
Price$21.30
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets4.19B
SWRLX vs TRWTX Comparison Chart
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SWRLX vs. TRWTX commentary
Jan 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.19B vs. SWRLX (97.7M). TRWTX pays higher dividends than SWRLX: TRWTX (3.11) vs SWRLX (1.34). SWRLX was incepted earlier than TRWTX: SWRLX (32 years) vs TRWTX (32 years). SWRLX is a more actively managed with annual turnover of: 32.00 vs. TRWTX (16.00). 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 : 9.16 vs. SWRLX (-2.07). TRWTX return over 5 years is better than : 25.84 vs. SWRLX (-1.84).
| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 2.557 | 3.421 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 4.19B | 2% |
| Annual Yield % from dividends | 1.34 | 3.11 | 43% |
| Returns for 1 year | -2.07 | 9.16 | -23% |
| Returns for 3 years | -0.66 | 6.93 | -10% |
| Returns for 5 years | -1.84 | 25.84 | -7% |
| Returns for 10 years | 1.82 | 47.32 | 4% |
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