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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$26.76
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R3
Price$79.01
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Nov 20, 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 RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. LSWWX (2.75B). RIRCX pays higher dividends than LSWWX: RIRCX (2.61) vs LSWWX (1.19). LSWWX was incepted earlier than RIRCX: LSWWX (30 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 : 12.70 vs. LSWWX (1.29). RIRCX return over 5 years is better than : 44.57 vs. LSWWX (-0.70).
| LSWWX | RIRCX | LSWWX / RIRCX | |
| Total Expense Ratio | 0.91 | 0.91 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.91 | 100% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 9.046 | 16.354 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 119B | 2% |
| Annual Yield % from dividends | 1.19 | 2.61 | 46% |
| Returns for 1 year | 1.29 | 12.70 | 10% |
| Returns for 3 years | 21.62 | 35.63 | 61% |
| Returns for 5 years | -0.70 | 44.57 | -2% |
| Returns for 10 years | 44.03 | 58.78 | 75% |
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