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COSZX vs TSWIX

Both COSZX and TSWIX are mutual funds. COSZX has a higher 5-year return than TSWIX (8.73% vs 8.37%). COSZX has a higher expense ratio than TSWIX (0.93% vs 0.86%). Below is the comparison between COSZX and TSWIX.

COSZX TSWIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Value International Equity: Foreign Large Value
Family Columbia Threadneedle Transamerica
Net Assets $487.40M $2.90B
Expense Ratio 0.93% 0.86%
Management Style active active
Dividend Yield 1.47% 1.10%
Minimum Investment N/A $1,000,000.00
YTD Return 9.72% 11.17%
1-Year Return -0.79% 1.85%
3-Year Return 4.27% 6.59%
5-Year Return 8.73% 8.37%
10-Year Return 5.97% 6.75%

COSZX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of total assets in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase.

COSZX performance & returns

YTD Return 9.72%
1-Month Return -0.57%
3-Month Return -0.79%
1-Year Return -0.79%
3-Year Return 4.27%
5-Year Return 8.73%
10-Year Return 5.97%
COSZX expense ratio is 0.93%.

COSZX holdings

Top 10 Holdings (22.14% of Total Assets)

Name Symbol % Assets
British American Tobacco PLC BATS.L 2.88%
Total SE FP.PA 2.57%
ITOCHU Corp 8001 2.34%
Royal Dutch Shell PLC B RDSB.L 2.22%
UPM-Kymmene Oyj UPM 2.19%
AXA SA CS.PA 2.16%
ORIX Corp 8591 1.99%
BNP Paribas BNP.PA 1.97%
ASR Nederland NV ASRNL 1.95%
Covestro AG 1COV.DE 1.87%

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TSWIX description

The Fund seeks maximum long-term total return by investing in a diversified portfolio of common stocks of primarily non-U.S. issuer. The Fund invests at least 80% of its net assets in equity securities of foreign companies representing at least three countries other than the United States.

TSWIX performance & returns

YTD Return 11.17%
1-Month Return 0.23%
3-Month Return 1.85%
1-Year Return 1.85%
3-Year Return 6.59%
5-Year Return 8.37%
10-Year Return 6.75%
TSWIX expense ratio is 0.86%.

TSWIX holdings

Top 10 Holdings (21.03% of Total Assets)

Name Symbol % Assets
Sony Corp 6758 3.31%
Unilever PLC ULVR.L 2.40%
Nestle SA NESN 2.22%
Samsung Electronics Co Ltd 005930.KS 1.94%
Siemens AG SIE.DE 1.88%
Royal Philips NV PHIA 1.87%
Novartis AG NOVN 1.87%
Toyota Industries Corp 6201 1.86%
Sanofi SA SAN.PA 1.85%
Nintendo Co Ltd 7974 1.83%

Other relevant TSWIX comparisons

You may also want to check out the following TSWIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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