SIMYX
Price
$13.28
Change
+$0.13 (+0.99%)
Updated
Sep 8 closing price
Net Assets
227.88M
TRWTX
Price
$25.20
Change
+$0.24 (+0.96%)
Updated
Sep 8 closing price
Net Assets
4.43B
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SIMYX vs TRWTX

Header iconSIMYX vs TRWTX Comparison
Open Charts SIMYX vs TRWTXBanner chart's image
SEI Tax-Managed Intl Mgd Vol Y (SIMT)
Price$13.28
Change+$0.13 (+0.99%)
VolumeN/A
Net Assets227.88M
Transamerica International Equity I3
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets4.43B
SIMYX vs TRWTX Comparison Chart in %
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SIMYX vs. TRWTX commentary
Sep 10, 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 SIMYX is a Hold and TRWTX is a Buy.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.43B vs. SIMYX (228M). SIMYX pays higher dividends than TRWTX: SIMYX (4.24) vs TRWTX (2.25). SIMYX was incepted earlier than TRWTX: SIMYX (9 years) vs TRWTX (33 years). SIMYX (1.08) is less costly to investors than TRWTX (0.76). SIMYX is a more actively managed with annual turnover of: 59.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than SIMYX: TRWTX (0) vs SIMYX (100000). TRWTX (19.06) and SIMYX (18.26) have marching annual gain over last year. TRWTX return over 5 years is better than : 61.65 vs. SIMYX (52.68).
SIMYXTRWTXSIMYX / TRWTX
Total Expense Ratio1.080.76142%
Annual Report Gross Expense Ratio1.080.76142%
Fund Existence9 years33 years-
Gain YTD24.81223.167107%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets228M4.43B5%
Annual Yield % from dividends4.242.25188%
Returns for 1 year18.2619.0696%
Returns for 3 years56.6356.47100%
Returns for 5 years52.6861.6585%
Returns for 10 yearsN/A74.42-
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