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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$25.74
Change-$0.22 (-0.85%)
VolumeN/A
Net Assets2.85B
American Funds Income Fund of Amer R1
Price$26.25
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets133.8B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Aug 02, 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 LSWWX is a Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 134B vs. LSWWX (2.85B). RIDAX pays higher dividends than LSWWX: RIDAX (2.98) vs LSWWX (1.25). LSWWX was incepted earlier than RIDAX: LSWWX (29 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than LSWWX (0.91). RIDAX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). RIDAX has a lower initial minimum investment than LSWWX: RIDAX (250) vs LSWWX (100000). RIDAX annual gain was more profitable for investors over the last year : 9.61 vs. LSWWX (2.28). RIDAX return over 5 years is better than : 33.80 vs. LSWWX (1.35).
| LSWWX | RIDAX | LSWWX / RIDAX | |
| Total Expense Ratio | 0.91 | 1.36 | 67% |
| Annual Report Gross Expense Ratio | 0.91 | 1.36 | 67% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 5.786 | 9.319 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 134B | 2% |
| Annual Yield % from dividends | 1.25 | 2.98 | 42% |
| Returns for 1 year | 2.28 | 9.61 | 24% |
| Returns for 3 years | 13.47 | 20.40 | 66% |
| Returns for 5 years | 1.35 | 33.80 | 4% |
| Returns for 10 years | 35.67 | 41.25 | 86% |
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