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LSBRX vs PONAX
LSBRX vs PONAX Comparison
Open Charts LSBRX vs PONAX
Loomis Sayles Bond Retail
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets4.37B
LSBRX vs PONAX Comparison Chart in %
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LSBRX vs. PONAX commentary
Jun 23, 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: 182B vs. LSBRX (4.37B). PONAX pays higher dividends than LSBRX: PONAX (5.81) vs LSBRX (5.21). LSBRX was incepted earlier than PONAX: LSBRX (28 years) vs PONAX (18 years). PONAX (1.23) is less costly to investors than LSBRX (0.97). 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 : 8.94 vs. PONAX (7.30). PONAX return over 5 years is better than : 19.94 vs. LSBRX (14.52).
| LSBRX | PONAX | LSBRX / PONAX | |
| Total Expense Ratio | 0.90 | 1.23 | 73% |
| Annual Report Gross Expense Ratio | 0.97 | 1.23 | 79% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 3.888 | 3.814 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 182B | 2% |
| Annual Yield % from dividends | 5.21 | 5.81 | 90% |
| Returns for 1 year | 8.94 | 7.30 | 123% |
| Returns for 3 years | 18.63 | 20.78 | 90% |
| Returns for 5 years | 14.52 | 19.94 | 73% |
| Returns for 10 years | 16.96 | 47.51 | 36% |
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