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CIBFX vs LSWWX
CIBFX vs LSWWX Comparison
Open Charts CIBFX vs LSWWX
American Funds Capital Income Bldr F1
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Loomis Sayles Global Allocation Y
Price$24.35
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets2.75B
CIBFX vs LSWWX Comparison Chart
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CIBFX vs. LSWWX commentary
Apr 03, 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 CIBFX is a Buy and LSWWX is a Buy.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 109B vs. LSWWX (2.75B). CIBFX pays higher dividends than LSWWX: CIBFX (3.09) vs LSWWX (1.34). CIBFX was incepted earlier than LSWWX: CIBFX (24 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than CIBFX (0.66). CIBFX has a lower initial minimum investment than LSWWX: CIBFX (250) vs LSWWX (100000). CIBFX annual gain was more profitable for investors over the last year : 10.10 vs. LSWWX (-1.16). CIBFX return over 5 years is better than : 56.57 vs. LSWWX (20.47).
| CIBFX | LSWWX | CIBFX / LSWWX | |
| Total Expense Ratio | 0.66 | 0.91 | 73% |
| Annual Report Gross Expense Ratio | 0.66 | 0.91 | 73% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 5.467 | -1.385 | -395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 2.75B | 3,967% |
| Annual Yield % from dividends | 3.09 | 1.34 | 230% |
| Returns for 1 year | 10.10 | -1.16 | -871% |
| Returns for 3 years | 13.60 | -3.89 | -350% |
| Returns for 5 years | 56.57 | 20.47 | 276% |
| Returns for 10 years | 39.36 | 29.19 | 135% |
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