LSWWX
Price
$23.95
Change
+$0.35 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.66B
RIRBX
Price
$71.50
Change
+$0.73 (+1.03%)
Updated
Apr 24 closing price
Net Assets
107.13B
Ad is loading...

LSWWX vs RIRBX

Header iconLSWWX vs RIRBX Comparison
Open Charts LSWWX vs RIRBXBanner chart's image
Loomis Sayles Global Allocation Y
Price$23.95
Change+$0.35 (+1.48%)
VolumeN/A
Net Assets2.66B
American Funds Capital Income Bldr R2
Price$71.50
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
LSWWX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LSWWX vs. RIRBX commentary
Apr 25, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. LSWWX (2.66B). 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 : 9.88 vs. LSWWX (-1.50). RIRBX return over 5 years is better than : 42.76 vs. LSWWX (6.41).
LSWWXRIRBXLSWWX / RIRBX
Total Expense Ratio0.911.3667%
Annual Report Gross Expense Ratio0.911.3667%
Fund Existence29 years23 years-
Gain YTD-3.8304.028-95%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.66B107B2%
Annual Yield % from dividends1.342.4156%
Returns for 1 year-1.509.88-15%
Returns for 3 years0.0613.390%
Returns for 5 years6.4142.7615%
Returns for 10 years24.0829.9580%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
COHR63.514.17
+7.03%
Coherent Corp
BATL1.300.07
+5.69%
Battalion Oil Corp
SID1.670.07
+4.37%
Companhia Siderurgica Nacional SA
VLYPP24.010.21
+0.90%
Valley National Bancorp
YORW35.15-0.51
-1.43%
York Water Company