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LSBRX vs PONAX
LSBRX vs PONAX Comparison
Open Charts LSBRX vs PONAX
Loomis Sayles Bond Retail
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets4.38B
LSBRX vs PONAX Comparison Chart in %
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LSBRX vs. PONAX commentary
Jul 17, 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 LSBRX is a Buy and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 188B vs. LSBRX (4.38B). PONAX pays higher dividends than LSBRX: PONAX (5.73) vs LSBRX (5.15). LSBRX was incepted earlier than PONAX: LSBRX (29 years) vs PONAX (18 years). PONAX (1.23) is less costly to investors than LSBRX (0.97). PONAX is a more actively managed with annual turnover of: 711.00 vs. LSBRX (62.00). PONAX has a lower initial minimum investment than LSBRX: PONAX (1000) vs LSBRX (2500). LSBRX annual gain was more profitable for investors over the last year : 8.17 vs. PONAX (6.38). PONAX return over 5 years is better than : 19.45 vs. LSBRX (13.44).
| LSBRX | PONAX | LSBRX / PONAX | |
| Total Expense Ratio | 0.89 | 1.23 | 72% |
| Annual Report Gross Expense Ratio | 0.97 | 1.23 | 79% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 4.412 | 4.215 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 188B | 2% |
| Annual Yield % from dividends | 5.15 | 5.73 | 90% |
| Returns for 1 year | 8.17 | 6.38 | 128% |
| Returns for 3 years | 18.98 | 20.77 | 91% |
| Returns for 5 years | 13.44 | 19.45 | 69% |
| Returns for 10 years | 19.63 | 47.46 | 41% |
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