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FAIFX vs LSWWX
FAIFX vs LSWWX Comparison
Open Charts FAIFX vs LSWWX
American Funds Income Fund of Amer 529F2
Price$26.49
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets132.51B
Loomis Sayles Global Allocation Y
Price$25.70
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets2.84B
FAIFX vs LSWWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FAIFX has more cash in the bank: 133B vs. LSWWX (2.84B). FAIFX pays higher dividends than LSWWX: FAIFX (3.96) vs LSWWX (1.29). FAIFX was incepted earlier than LSWWX: FAIFX (5 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than FAIFX (0.36). FAIFX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). FAIFX has a lower initial minimum investment than LSWWX: FAIFX (250) vs LSWWX (100000). FAIFX annual gain was more profitable for investors over the last year : 14.51 vs. LSWWX (1.77).
| FAIFX | LSWWX | FAIFX / LSWWX | |
| Total Expense Ratio | 0.36 | 0.91 | 40% |
| Annual Report Gross Expense Ratio | 0.36 | 0.91 | 40% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 10.028 | 4.116 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.84B | 4,688% |
| Annual Yield % from dividends | 3.96 | 1.29 | 306% |
| Returns for 1 year | 14.51 | 1.77 | 820% |
| Returns for 3 years | 27.27 | 18.13 | 150% |
| Returns for 5 years | N/A | 7.05 | - |
| Returns for 10 years | N/A | 37.02 | - |
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