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CIBFX vs LSWWX
CIBFX vs LSWWX Comparison
Open Charts CIBFX vs LSWWX
American Funds Capital Income Bldr F1
Price$69.95
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Loomis Sayles Global Allocation Y
Price$25.12
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets2.94B
CIBFX vs LSWWX Comparison Chart
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CIBFX vs. LSWWX commentary
Jan 19, 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 Hold and LSWWX is a Hold.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 107B vs. LSWWX (2.94B). 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 : 10.66 vs. LSWWX (9.49). CIBFX return over 5 years is better than : 22.43 vs. LSWWX (1.01).
| 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 | 1.421 | 2.363 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.94B | 3,644% |
| Annual Yield % from dividends | 3.22 | 0.35 | 917% |
| Returns for 1 year | 10.66 | 9.49 | 112% |
| Returns for 3 years | 7.32 | -4.60 | -159% |
| Returns for 5 years | 22.43 | 1.01 | 2,218% |
| Returns for 10 years | 33.87 | 41.32 | 82% |
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