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FIFAX vs LSWWX
FIFAX vs LSWWX Comparison
Open Charts FIFAX vs LSWWX
American Funds Income Fund of Amer F3
Price$26.30
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets131.88B
Loomis Sayles Global Allocation Y
Price$25.37
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets2.81B
FIFAX vs LSWWX Comparison Chart
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FIFAX vs. LSWWX commentary
Jun 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 FIFAX is a Buy and LSWWX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 132B vs. LSWWX (2.81B). FIFAX pays higher dividends than LSWWX: FIFAX (4.04) vs LSWWX (1.29). FIFAX was incepted earlier than LSWWX: FIFAX (8 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than FIFAX (0.27). 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 : 12.97 vs. LSWWX (1.21). FIFAX return over 5 years is better than : 37.96 vs. LSWWX (3.08).
| FIFAX | LSWWX | FIFAX / LSWWX | |
| Total Expense Ratio | 0.27 | 0.91 | 30% |
| Annual Report Gross Expense Ratio | 0.27 | 0.91 | 30% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 8.588 | 2.812 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.81B | 4,694% |
| Annual Yield % from dividends | 4.04 | 1.29 | 312% |
| Returns for 1 year | 12.97 | 1.21 | 1,071% |
| Returns for 3 years | 16.32 | 9.76 | 167% |
| Returns for 5 years | 37.96 | 3.08 | 1,232% |
| Returns for 10 years | N/A | 34.48 | - |
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