LSWWX
Price
$25.37
Change
+$0.14 (+0.55%)
Updated
Jun 6 closing price
Net Assets
2.81B
RIDHX
Price
$26.26
Change
+$0.06 (+0.23%)
Updated
Jun 6 closing price
Net Assets
131.88B
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LSWWX vs RIDHX

Header iconLSWWX vs RIDHX Comparison
Open Charts LSWWX vs RIDHXBanner chart's image
Loomis Sayles Global Allocation Y
Price$25.37
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets2.81B
American Funds Income Fund of Amer R5E
Price$26.26
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets131.88B
LSWWX vs RIDHX Comparison Chart
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LSWWX vs. RIDHX commentary
Jun 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 Buy and RIDHX is a Buy.

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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 132B vs. LSWWX (2.81B). RIDHX pays higher dividends than LSWWX: RIDHX (3.91) vs LSWWX (1.29). LSWWX was incepted earlier than RIDHX: LSWWX (29 years) vs RIDHX (10 years). LSWWX (0.91) is less costly to investors than RIDHX (0.41). RIDHX has a lower initial minimum investment than LSWWX: RIDHX (250) vs LSWWX (100000). RIDHX annual gain was more profitable for investors over the last year : 12.83 vs. LSWWX (1.21). RIDHX return over 5 years is better than : 37.19 vs. LSWWX (3.08).
LSWWXRIDHXLSWWX / RIDHX
Total Expense Ratio0.910.41222%
Annual Report Gross Expense Ratio0.910.41222%
Fund Existence29 years10 years-
Gain YTD2.8128.51633%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.81B132B2%
Annual Yield % from dividends1.293.9133%
Returns for 1 year1.2112.839%
Returns for 3 years9.7615.8861%
Returns for 5 years3.0837.198%
Returns for 10 years34.48N/A-
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