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CFIHX vs LSWWX
CFIHX vs LSWWX Comparison
Open Charts CFIHX vs LSWWX
American Funds Capital Income Bldr F3
Price$71.42
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Loomis Sayles Global Allocation Y
Price$23.95
Change+$0.35 (+1.48%)
VolumeN/A
Net Assets2.66B
CFIHX vs LSWWX Comparison Chart
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CFIHX vs. LSWWX commentary
Apr 25, 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 CFIHX is a Buy and LSWWX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. LSWWX (2.66B). CFIHX pays higher dividends than LSWWX: CFIHX (3.47) vs LSWWX (1.34). CFIHX was incepted earlier than LSWWX: CFIHX (8 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than CFIHX (0.27). LSWWX has a lower initial minimum investment than CFIHX: LSWWX (100000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 11.06 vs. LSWWX (-1.50). CFIHX return over 5 years is better than : 48.61 vs. LSWWX (6.41).
| CFIHX | LSWWX | CFIHX / LSWWX | |
| Total Expense Ratio | 0.27 | 0.91 | 30% |
| Annual Report Gross Expense Ratio | 0.27 | 0.91 | 30% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 4.373 | -3.830 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.66B | 4,017% |
| Annual Yield % from dividends | 3.47 | 1.34 | 258% |
| Returns for 1 year | 11.06 | -1.50 | -735% |
| Returns for 3 years | 16.43 | 0.06 | 27,254% |
| Returns for 5 years | 48.61 | 6.41 | 758% |
| Returns for 10 years | N/A | 24.08 | - |
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