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LSWWX vs RIRBX
LSWWX vs RIRBX Comparison
Open Charts LSWWX vs RIRBX
Loomis Sayles Global Allocation Y
Price$25.26
Change-$0.37 (-1.44%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LSWWX vs RIRBX Comparison Chart
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LSWWX vs. RIRBX commentary
Feb 23, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. LSWWX (2.93B). RIRBX pays higher dividends than LSWWX: RIRBX (2.55) vs LSWWX (0.35). LSWWX was incepted earlier than RIRBX: LSWWX (29 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. LSWWX (19.00). 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 : 11.30 vs. LSWWX (4.43). RIRBX return over 5 years is better than : 24.48 vs. LSWWX (2.55).
| LSWWX | RIRBX | LSWWX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 2.934 | 4.983 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 110B | 3% |
| Annual Yield % from dividends | 0.35 | 2.55 | 14% |
| Returns for 1 year | 4.43 | 11.30 | 39% |
| Returns for 3 years | 2.16 | 11.93 | 18% |
| Returns for 5 years | 2.55 | 24.48 | 10% |
| Returns for 10 years | 35.40 | 31.54 | 112% |
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