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LSBRX vs PONRX
LSBRX vs PONRX Comparison
Open Charts LSBRX vs PONRX
Loomis Sayles Bond Retail
Price$11.89
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets4.39B
LSBRX vs PONRX Comparison Chart in %
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LSBRX vs. PONRX commentary
Jul 16, 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 PONRX is a Hold.
FUNDAMENTALS
Fundamentals
PONRX has more cash in the bank: 188B vs. LSBRX (4.39B). PONRX pays higher dividends than LSBRX: PONRX (5.49) vs LSBRX (5.15). LSBRX was incepted earlier than PONRX: LSBRX (29 years) vs PONRX (18 years). PONRX (1.48) is less costly to investors than LSBRX (0.97). PONRX is a more actively managed with annual turnover of: 711.00 vs. LSBRX (62.00). PONRX has a lower initial minimum investment than LSBRX: PONRX (0) vs LSBRX (2500). LSBRX annual gain was more profitable for investors over the last year : 8.45 vs. PONRX (6.61). PONRX return over 5 years is better than : 18.50 vs. LSBRX (13.44).
| LSBRX | PONRX | LSBRX / PONRX | |
| Total Expense Ratio | 0.89 | 1.48 | 60% |
| Annual Report Gross Expense Ratio | 0.97 | 1.48 | 66% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 4.412 | 4.476 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39B | 188B | 2% |
| Annual Yield % from dividends | 5.15 | 5.49 | 94% |
| Returns for 1 year | 8.45 | 6.61 | 128% |
| Returns for 3 years | 18.98 | 20.31 | 93% |
| Returns for 5 years | 13.44 | 18.50 | 73% |
| Returns for 10 years | 19.63 | 44.32 | 44% |
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