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LSWWX vs RIRBX
LSWWX vs RIRBX Comparison
Open Charts LSWWX vs RIRBX
Loomis Sayles Global Allocation Y
Price$25.12
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
LSWWX vs RIRBX Comparison Chart
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LSWWX vs. RIRBX commentary
Jan 19, 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 Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. LSWWX (2.94B). 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 (9.89) and LSWWX (9.49) have marching annual gain over last year. RIRBX return over 5 years is better than : 19.51 vs. LSWWX (1.01).
| 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 | 2.363 | 1.405 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 107B | 3% |
| Annual Yield % from dividends | 0.35 | 2.55 | 14% |
| Returns for 1 year | 9.49 | 9.89 | 96% |
| Returns for 3 years | -4.60 | 5.65 | -81% |
| Returns for 5 years | 1.01 | 19.51 | 5% |
| Returns for 10 years | 41.32 | 30.09 | 137% |