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CIMAX vs LSWWX
CIMAX vs LSWWX Comparison
Open Charts CIMAX vs LSWWX
American Funds Income Fund of Amer 529A
Price$27.37
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets138.69B
Loomis Sayles Global Allocation Y
Price$26.99
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.91B
CIMAX vs LSWWX Comparison Chart in %
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CIMAX vs. LSWWX commentary
Sep 16, 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 CIMAX is a Buy and LSWWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIMAX has more cash in the bank: 139B vs. LSWWX (2.91B). CIMAX pays higher dividends than LSWWX: CIMAX (3.58) vs LSWWX (1.23). CIMAX was incepted earlier than LSWWX: CIMAX (24 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than CIMAX (0.61). CIMAX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). CIMAX has a lower initial minimum investment than LSWWX: CIMAX (250) vs LSWWX (100000). CIMAX annual gain was more profitable for investors over the last year : 12.21 vs. LSWWX (3.56). CIMAX return over 5 years is better than : 47.26 vs. LSWWX (3.79).
| CIMAX | LSWWX | CIMAX / LSWWX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 0.91 | 67% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 14.543 | 9.576 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.91B | 4,772% |
| Annual Yield % from dividends | 3.58 | 1.23 | 292% |
| Returns for 1 year | 12.21 | 3.56 | 343% |
| Returns for 3 years | 32.67 | 24.89 | 131% |
| Returns for 5 years | 47.26 | 3.79 | 1,248% |
| Returns for 10 years | 87.26 | 46.39 | 188% |