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LSWWX vs RIDHX
LSWWX vs RIDHX Comparison
Open Charts LSWWX vs RIDHX
Loomis Sayles Global Allocation Y
Price$25.70
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets2.84B
American Funds Income Fund of Amer R5E
Price$26.43
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets132.51B
LSWWX vs RIDHX Comparison Chart in %
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LSWWX vs. RIDHX commentary
Jun 27, 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.
FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 133B vs. LSWWX (2.84B). 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 is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). 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 : 14.43 vs. LSWWX (1.77). RIDHX return over 5 years is better than : 46.72 vs. LSWWX (7.05).
| LSWWX | RIDHX | LSWWX / RIDHX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.91 | 0.41 | 222% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 4.116 | 9.973 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 133B | 2% |
| Annual Yield % from dividends | 1.29 | 3.91 | 33% |
| Returns for 1 year | 1.77 | 14.43 | 12% |
| Returns for 3 years | 18.13 | 25.13 | 72% |
| Returns for 5 years | 7.05 | 46.72 | 15% |
| Returns for 10 years | 37.02 | N/A | - |
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