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LSBRX vs PONRX
LSBRX vs PONRX Comparison
Open Charts LSBRX vs PONRX
Loomis Sayles Bond Retail
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.35B
LSBRX vs PONRX Comparison Chart
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LSBRX vs. PONRX 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 PONRX is a Hold.
FUNDAMENTALS
Fundamentals
PONRX has more cash in the bank: 181B vs. LSBRX (4.35B). PONRX pays higher dividends than LSBRX: PONRX (5.56) vs LSBRX (5.21). LSBRX was incepted earlier than PONRX: LSBRX (28 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: 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 : 10.03 vs. PONRX (7.75). PONRX return over 5 years is better than : 19.87 vs. LSBRX (15.65).
| LSBRX | PONRX | LSBRX / PONRX | |
| Total Expense Ratio | 0.90 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.97 | 1.48 | 66% |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 3.188 | 3.316 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 181B | 2% |
| Annual Yield % from dividends | 5.21 | 5.56 | 94% |
| Returns for 1 year | 10.03 | 7.75 | 129% |
| Returns for 3 years | 12.92 | 15.09 | 86% |
| Returns for 5 years | 15.65 | 19.87 | 79% |
| Returns for 10 years | 15.23 | 42.82 | 36% |
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