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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$27.31
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R3
Price$79.65
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Oct 07, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. LSWWX (2.93B). RIRCX pays higher dividends than LSWWX: RIRCX (2.61) vs LSWWX (1.21). LSWWX was incepted earlier than RIRCX: LSWWX (29 years) vs RIRCX (23 years). LSWWX (0.91) and RIRCX (0.91) have similar cost to investors . RIRCX is a more actively managed with annual turnover of: 56.00 vs. LSWWX (22.00). RIRCX has a lower initial minimum investment than LSWWX: RIRCX (250) vs LSWWX (100000). RIRCX annual gain was more profitable for investors over the last year : 11.80 vs. LSWWX (2.88). RIRCX return over 5 years is better than : 51.67 vs. LSWWX (3.88).
| LSWWX | RIRCX | LSWWX / RIRCX | |
| Total Expense Ratio | 0.91 | 0.91 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.91 | 100% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 11.043 | 17.297 | 64% |
| 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 | 120B | 2% |
| Annual Yield % from dividends | 1.21 | 2.61 | 46% |
| Returns for 1 year | 2.88 | 11.80 | 24% |
| Returns for 3 years | 35.48 | 48.64 | 73% |
| Returns for 5 years | 3.88 | 51.67 | 8% |
| Returns for 10 years | 48.81 | 59.87 | 82% |
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