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CIMAX vs LSWWX
CIMAX vs LSWWX Comparison
Open Charts CIMAX vs LSWWX
American Funds Income Fund of Amer 529A
Price$26.39
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets133.8B
Loomis Sayles Global Allocation Y
Price$25.74
Change-$0.22 (-0.85%)
VolumeN/A
Net Assets2.85B
CIMAX vs LSWWX Comparison Chart in %
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CIMAX vs. LSWWX commentary
Aug 02, 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 Buy.
FUNDAMENTALS
Fundamentals
CIMAX has more cash in the bank: 134B vs. LSWWX (2.85B). CIMAX pays higher dividends than LSWWX: CIMAX (3.67) vs LSWWX (1.25). CIMAX was incepted earlier than LSWWX: CIMAX (23 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 : 10.47 vs. LSWWX (2.28). CIMAX return over 5 years is better than : 43.10 vs. LSWWX (1.35).
| CIMAX | LSWWX | CIMAX / LSWWX | |
| Total Expense Ratio | 0.61 | 0.91 | 67% |
| Annual Report Gross Expense Ratio | 0.61 | 0.91 | 67% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 9.800 | 5.786 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.85B | 4,705% |
| Annual Yield % from dividends | 3.67 | 1.25 | 293% |
| Returns for 1 year | 10.47 | 2.28 | 460% |
| Returns for 3 years | 24.54 | 13.47 | 182% |
| Returns for 5 years | 43.10 | 1.35 | 3,197% |
| Returns for 10 years | 71.39 | 35.67 | 200% |
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