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CIMAX vs LSWWX
CIMAX vs LSWWX Comparison
Open Charts CIMAX vs LSWWX
American Funds Income Fund of Amer 529A
Price$27.50
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets139.35B
Loomis Sayles Global Allocation Y
Price$27.31
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.93B
CIMAX vs LSWWX Comparison Chart in %
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CIMAX vs. LSWWX commentary
Oct 07, 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 (2.93B). CIMAX pays higher dividends than LSWWX: CIMAX (3.55) vs LSWWX (1.21). 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 : 10.57 vs. LSWWX (2.88). CIMAX return over 5 years is better than : 46.85 vs. LSWWX (3.88).
| 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 | 15.122 | 11.043 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.93B | 4,752% |
| Annual Yield % from dividends | 3.55 | 1.21 | 295% |
| Returns for 1 year | 10.57 | 2.88 | 367% |
| Returns for 3 years | 41.27 | 35.48 | 116% |
| Returns for 5 years | 46.85 | 3.88 | 1,209% |
| Returns for 10 years | 83.47 | 48.81 | 171% |
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