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LSBRX vs PONRX
LSBRX vs PONRX Comparison
Open Charts LSBRX vs PONRX
Loomis Sayles Bond Retail
Price$11.74
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets4.35B
LSBRX vs PONRX Comparison Chart
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LSBRX vs. PONRX commentary
May 05, 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: 182B vs. LSBRX (4.35B). PONRX pays higher dividends than LSBRX: PONRX (5.54) vs LSBRX (5.20). LSBRX was incepted earlier than PONRX: LSBRX (28 years) vs PONRX (18 years). PONRX (1.48) is less costly to investors than LSBRX (0.95). PONRX is a more actively managed with annual turnover of: 588.00 vs. LSBRX (62.00). LSBRX (0) and PONRX (0) have matching initial minimum investment requirements. LSBRX annual gain was more profitable for investors over the last year : 9.96 vs. PONRX (7.05). PONRX return over 5 years is better than : 21.97 vs. LSBRX (18.59).
| LSBRX | PONRX | LSBRX / PONRX | |
| Total Expense Ratio | 0.90 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.95 | 1.48 | 64% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 2.201 | 2.546 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 182B | 2% |
| Annual Yield % from dividends | 5.20 | 5.54 | 94% |
| Returns for 1 year | 9.96 | 7.05 | 141% |
| Returns for 3 years | 11.92 | 15.00 | 79% |
| Returns for 5 years | 18.59 | 21.97 | 85% |
| Returns for 10 years | 13.38 | 42.54 | 31% |