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FIFAX vs LSWWX
FIFAX vs LSWWX Comparison
Open Charts FIFAX vs LSWWX
American Funds Income Fund of Amer F3
Price$26.45
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets133.8B
Loomis Sayles Global Allocation Y
Price$25.74
Change-$0.22 (-0.85%)
VolumeN/A
Net Assets2.85B
FIFAX vs LSWWX Comparison Chart in %
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FIFAX 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 FIFAX is a Buy and LSWWX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 134B vs. LSWWX (2.85B). FIFAX pays higher dividends than LSWWX: FIFAX (3.98) vs LSWWX (1.25). FIFAX was incepted earlier than LSWWX: FIFAX (9 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than FIFAX (0.27). FIFAX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). LSWWX has a lower initial minimum investment than FIFAX: LSWWX (100000) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 10.81 vs. LSWWX (2.28). FIFAX return over 5 years is better than : 39.57 vs. LSWWX (1.35).
| FIFAX | LSWWX | FIFAX / LSWWX | |
| Total Expense Ratio | 0.27 | 0.91 | 30% |
| Annual Report Gross Expense Ratio | 0.27 | 0.91 | 30% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 9.998 | 5.786 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.85B | 4,705% |
| Annual Yield % from dividends | 3.98 | 1.25 | 318% |
| Returns for 1 year | 10.81 | 2.28 | 475% |
| Returns for 3 years | 23.89 | 13.47 | 177% |
| Returns for 5 years | 39.57 | 1.35 | 2,936% |
| Returns for 10 years | N/A | 35.67 | - |
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