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LSBRX vs PONCX
LSBRX vs PONCX Comparison
Open Charts LSBRX vs PONCX
Loomis Sayles Bond Retail
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets4.38B
LSBRX vs PONCX Comparison Chart in %
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LSBRX vs. PONCX 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 PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 188B vs. LSBRX (4.38B). LSBRX (5.15) and PONCX (4.99) have matching dividends . LSBRX was incepted earlier than PONCX: LSBRX (29 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: 711.00 vs. LSBRX (62.00). PONCX has a lower initial minimum investment than LSBRX: PONCX (1000) vs LSBRX (2500). LSBRX annual gain was more profitable for investors over the last year : 8.17 vs. PONCX (5.58). PONCX return over 5 years is better than : 15.03 vs. LSBRX (13.44).
| LSBRX | PONCX | LSBRX / PONCX | |
| Total Expense Ratio | 0.89 | 1.98 | 45% |
| Annual Report Gross Expense Ratio | 0.97 | 1.98 | 49% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 4.412 | 3.825 | 115% |
| Front Load | N/A | N/A | - |
| 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 | 4.99 | 103% |
| Returns for 1 year | 8.17 | 5.58 | 146% |
| Returns for 3 years | 18.98 | 18.07 | 105% |
| Returns for 5 years | 13.44 | 15.03 | 89% |
| Returns for 10 years | 19.63 | 36.75 | 53% |
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