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LSBRX vs PONCX
LSBRX vs PONCX Comparison
Open Charts LSBRX vs PONCX
Loomis Sayles Bond Retail
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.35B
LSBRX vs PONCX Comparison Chart
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LSBRX vs. PONCX commentary
Jun 01, 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 PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 181B vs. LSBRX (4.35B). LSBRX (5.21) and PONCX (5.06) have matching dividends . LSBRX was incepted earlier than PONCX: LSBRX (28 years) vs PONCX (18 years). PONCX (1.98) is less costly to investors than LSBRX (0.97). PONCX is a more actively managed with annual turnover of: 588.00 vs. LSBRX (62.00). LSBRX has a lower initial minimum investment than PONCX: LSBRX (0) vs PONCX (1000). LSBRX annual gain was more profitable for investors over the last year : 10.03 vs. PONCX (7.16). PONCX return over 5 years is better than : 16.90 vs. LSBRX (15.65).
| LSBRX | PONCX | LSBRX / PONCX | |
| Total Expense Ratio | 0.90 | 1.98 | 45% |
| Annual Report Gross Expense Ratio | 0.97 | 1.98 | 49% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 3.188 | 3.100 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 181B | 2% |
| Annual Yield % from dividends | 5.21 | 5.06 | 103% |
| Returns for 1 year | 10.03 | 7.16 | 140% |
| Returns for 3 years | 12.92 | 13.36 | 97% |
| Returns for 5 years | 15.65 | 16.90 | 93% |
| Returns for 10 years | 15.23 | 35.83 | 42% |
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