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LSWWX vs RIRBX
LSWWX vs RIRBX Comparison
Open Charts LSWWX vs RIRBX
Loomis Sayles Global Allocation Y
Price$26.70
Change-$0.28 (-1.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
LSWWX vs RIRBX Comparison Chart
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LSWWX vs. RIRBX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. LSWWX (3.03B). RIRBX pays higher dividends than LSWWX: RIRBX (2.55) vs LSWWX (0.35). LSWWX was incepted earlier than RIRBX: LSWWX (29 years) vs RIRBX (22 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). LSWWX annual gain was more profitable for investors over the last year : 18.06 vs. RIRBX (16.99). RIRBX return over 5 years is better than : 24.12 vs. LSWWX (10.37).
| LSWWX | RIRBX | LSWWX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 13.859 | 9.901 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 107B | 3% |
| Annual Yield % from dividends | 0.35 | 2.55 | 14% |
| Returns for 1 year | 18.06 | 16.99 | 106% |
| Returns for 3 years | -13.78 | 9.89 | -139% |
| Returns for 5 years | 10.37 | 24.12 | 43% |
| Returns for 10 years | 38.22 | 31.25 | 122% |