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LSWWX vs RIEBX
LSWWX vs RIEBX Comparison
Open Charts LSWWX vs RIEBX
Loomis Sayles Global Allocation Y
Price$25.70
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets2.84B
American Funds Income Fund of Amer R2E
Price$26.40
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets132.51B
LSWWX vs RIEBX Comparison Chart in %
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LSWWX vs. RIEBX 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 RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 133B vs. LSWWX (2.84B). RIEBX pays higher dividends than LSWWX: RIEBX (3.30) vs LSWWX (1.29). LSWWX was incepted earlier than RIEBX: LSWWX (29 years) vs RIEBX (11 years). RIEBX (1.07) is less costly to investors than LSWWX (0.91). RIEBX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). RIEBX has a lower initial minimum investment than LSWWX: RIEBX (250) vs LSWWX (100000). RIEBX annual gain was more profitable for investors over the last year : 13.67 vs. LSWWX (1.77). RIEBX return over 5 years is better than : 43.14 vs. LSWWX (7.05).
| LSWWX | RIEBX | LSWWX / RIEBX | |
| Total Expense Ratio | 0.91 | 1.07 | 85% |
| Annual Report Gross Expense Ratio | 0.91 | 1.07 | 85% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 4.116 | 9.639 | 43% |
| 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 | 3.30 | 39% |
| Returns for 1 year | 1.77 | 13.67 | 13% |
| Returns for 3 years | 18.13 | 23.01 | 79% |
| Returns for 5 years | 7.05 | 43.14 | 16% |
| Returns for 10 years | 37.02 | 43.81 | 85% |
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