SBIYX
Price
$13.23
Change
-$0.01 (-0.08%)
Updated
Oct 17 closing price
Net Assets
185.03M
TRWTX
Price
$25.67
Change
+$0.06 (+0.23%)
Updated
Oct 17 closing price
Net Assets
4.49B
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SBIYX vs TRWTX

Header iconSBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTXBanner chart's image
ClearBridge International Value I
Price$13.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets185.03M
Transamerica International Equity I3
Price$25.67
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets4.49B
SBIYX vs TRWTX Comparison Chart in %
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SBIYX vs. TRWTX commentary
Oct 18, 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 SBIYX is a Hold and TRWTX is a Buy.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.49B vs. SBIYX (185M). TRWTX pays higher dividends than SBIYX: TRWTX (2.22) vs SBIYX (1.98). SBIYX was incepted earlier than TRWTX: SBIYX (19 years) vs TRWTX (33 years). SBIYX (1.06) is less costly to investors than TRWTX (0.76). SBIYX is a more actively managed with annual turnover of: 25.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SBIYX: TRWTX (0) vs SBIYX (1000000). SBIYX annual gain was more profitable for investors over the last year : 21.78 vs. TRWTX (18.45). SBIYX return over 5 years is better than : 95.06 vs. TRWTX (65.34).
SBIYXTRWTXSBIYX / TRWTX
Total Expense Ratio0.940.76124%
Annual Report Gross Expense Ratio1.060.76139%
Fund Existence19 years33 years-
Gain YTD31.62225.464124%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets185M4.49B4%
Annual Yield % from dividends1.982.2289%
Returns for 1 year21.7818.45118%
Returns for 3 years77.6871.20109%
Returns for 5 years95.0665.34145%
Returns for 10 years69.8074.5194%
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