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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$26.38
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets2.87B
American Funds Capital Income Bldr R3
Price$78.20
Change+$0.22 (+0.28%)
VolumeN/A
Net Assets117.88B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Aug 22, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. LSWWX (2.87B). RIRCX pays higher dividends than LSWWX: RIRCX (2.70) vs LSWWX (1.25). 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 : 11.01 vs. LSWWX (2.10). RIRCX return over 5 years is better than : 47.15 vs. LSWWX (1.66).
| 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 | 7.702 | 14.263 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 118B | 2% |
| Annual Yield % from dividends | 1.25 | 2.70 | 46% |
| Returns for 1 year | 2.10 | 11.01 | 19% |
| Returns for 3 years | 14.59 | 30.02 | 49% |
| Returns for 5 years | 1.66 | 47.15 | 4% |
| Returns for 10 years | 44.18 | 56.91 | 78% |
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