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LSBRX vs PONRX
LSBRX vs PONRX Comparison
Open Charts LSBRX vs PONRX
Loomis Sayles Bond Retail
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets4.37B
LSBRX vs PONRX Comparison Chart in %
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LSBRX vs. PONRX commentary
Jun 23, 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 (4.37B). 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 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 : 8.94 vs. PONRX (7.03). PONRX return over 5 years is better than : 18.44 vs. LSBRX (14.52).
| 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 | 3.888 | 3.705 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 182B | 2% |
| Annual Yield % from dividends | 5.21 | 5.56 | 94% |
| Returns for 1 year | 8.94 | 7.03 | 127% |
| Returns for 3 years | 18.63 | 19.88 | 94% |
| Returns for 5 years | 14.52 | 18.44 | 79% |
| Returns for 10 years | 16.96 | 43.82 | 39% |
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