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CIBFX vs LSWWX
CIBFX vs LSWWX Comparison
Open Charts CIBFX vs LSWWX
American Funds Capital Income Bldr F1
Price$71.14
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Global Allocation Y
Price$24.57
Change-$2.36 (-8.76%)
VolumeN/A
CapitalizationN/A
CIBFX vs LSWWX Comparison Chart
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CIBFX vs. LSWWX commentary
Dec 19, 2024
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: 108B vs. LSWWX (3.02B). CIBFX pays higher dividends than LSWWX: CIBFX (3.22) vs LSWWX (0.35). CIBFX was incepted earlier than LSWWX: CIBFX (24 years) vs LSWWX (29 years). CIBFX is a more actively managed with annual turnover of: 106.00 vs. LSWWX (19.00). 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 : 13.36 vs. LSWWX (11.51). CIBFX return over 5 years is better than : 25.80 vs. LSWWX (7.75).
| CIBFX | LSWWX | CIBFX / LSWWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.910 | 14.840 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 3.02B | 3,576% |
| Annual Yield % from dividends | 3.22 | 0.35 | 917% |
| Returns for 1 year | 13.36 | 11.51 | 116% |
| Returns for 3 years | 13.12 | -9.91 | -132% |
| Returns for 5 years | 25.80 | 7.75 | 333% |
| Returns for 10 years | 37.68 | 40.31 | 93% |
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