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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$27.31
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.93B
American Funds Income Fund of Amer R1
Price$27.37
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets139.35B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Oct 07, 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 StrongBuy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. LSWWX (2.93B). RIDAX pays higher dividends than LSWWX: RIDAX (2.87) vs LSWWX (1.21). 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 : 9.71 vs. LSWWX (2.88). RIDAX return over 5 years is better than : 37.82 vs. LSWWX (3.88).
| 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 | 11.043 | 14.473 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 139B | 2% |
| Annual Yield % from dividends | 1.21 | 2.87 | 42% |
| Returns for 1 year | 2.88 | 9.71 | 30% |
| Returns for 3 years | 35.48 | 37.06 | 96% |
| Returns for 5 years | 3.88 | 37.82 | 10% |
| Returns for 10 years | 48.81 | 52.04 | 94% |
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