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LSWWX vs RIRBX
LSWWX vs RIRBX Comparison
Open Charts LSWWX vs RIRBX
Loomis Sayles Global Allocation Y
Price$24.35
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R2
Price$72.36
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
LSWWX vs RIRBX Comparison Chart
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LSWWX vs. RIRBX commentary
Apr 03, 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 109B vs. LSWWX (2.75B). RIRBX pays higher dividends than LSWWX: RIRBX (2.41) vs LSWWX (1.34). LSWWX was incepted earlier than RIRBX: LSWWX (29 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than LSWWX (0.91). RIRBX has a lower initial minimum investment than LSWWX: RIRBX (250) vs LSWWX (100000). RIRBX annual gain was more profitable for investors over the last year : 9.31 vs. LSWWX (-1.16). RIRBX return over 5 years is better than : 52.52 vs. LSWWX (20.47).
| LSWWX | RIRBX | LSWWX / RIRBX | |
| 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 | -1.385 | 5.279 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 109B | 3% |
| Annual Yield % from dividends | 1.34 | 2.41 | 56% |
| Returns for 1 year | -1.16 | 9.31 | -12% |
| Returns for 3 years | -3.89 | 11.67 | -33% |
| Returns for 5 years | 20.47 | 52.52 | 39% |
| Returns for 10 years | 29.19 | 35.16 | 83% |
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