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JDIBX vs TRWTX
JDIBX vs TRWTX Comparison
Open Charts JDIBX vs TRWTX
JHancock Disciplined Value Intl A
Price$16.72
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets5.64B
Transamerica International Equity I3
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets4.43B
JDIBX vs TRWTX Comparison Chart in %
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JDIBX vs. TRWTX commentary
Sep 09, 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 JDIBX is a StrongBuy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
JDIBX has more cash in the bank: 5.64B vs. TRWTX (4.43B). TRWTX pays higher dividends than JDIBX: TRWTX (2.25) vs JDIBX (1.27). JDIBX was incepted earlier than TRWTX: JDIBX (11 years) vs TRWTX (33 years). JDIBX (1.12) is less costly to investors than TRWTX (0.76). JDIBX is a more actively managed with annual turnover of: 91.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than JDIBX: TRWTX (0) vs JDIBX (1000). TRWTX annual gain was more profitable for investors over the last year : 19.06 vs. JDIBX (7.65). TRWTX return over 5 years is better than : 61.65 vs. JDIBX (55.96).
| JDIBX | TRWTX | JDIBX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 29.112 | 23.167 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 4.43B | 127% |
| Annual Yield % from dividends | 1.27 | 2.25 | 56% |
| Returns for 1 year | 7.65 | 19.06 | 40% |
| Returns for 3 years | 39.91 | 56.47 | 71% |
| Returns for 5 years | 55.96 | 61.65 | 91% |
| Returns for 10 years | 54.59 | 74.42 | 73% |
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