Ad is loading...
Ad is loading...
LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$26.70
Change-$0.28 (-1.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.87
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
LSWWX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSWWX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. LSWWX (3.03B). RIRCX pays higher dividends than LSWWX: RIRCX (2.97) vs LSWWX (0.35). LSWWX was incepted earlier than RIRCX: LSWWX (29 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. LSWWX (19.00). RIRCX has a lower initial minimum investment than LSWWX: RIRCX (250) vs LSWWX (100000). LSWWX (18.06) and RIRCX (17.54) have marching annual gain over last year. RIRCX return over 5 years is better than : 25.96 vs. LSWWX (10.37).
| LSWWX | RIRCX | LSWWX / RIRCX | |
| 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 | 10.329 | 134% |
| 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 | 2.97 | 12% |
| Returns for 1 year | 18.06 | 17.54 | 103% |
| Returns for 3 years | -13.78 | 10.99 | -125% |
| Returns for 5 years | 10.37 | 25.96 | 40% |
| Returns for 10 years | 38.22 | 33.67 | 114% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SDLAX | 23.95 | -0.30 | -1.24% |
| SEI Dynamic Asset Allocation A (SIIT) | |||
| TLAFX | 13.73 | -0.18 | -1.29% |
| Transamerica Large Core ESG R4 | |||
| EADIX | 16.95 | -0.23 | -1.34% |
| Eaton Vance Global Equity Income A | |||
| FCCGX | 25.75 | -0.45 | -1.72% |
| Fidelity Advisor Small Cap Growth C | |||
| CTAGX | 15.35 | -0.29 | -1.85% |
| Calamos Timpani SMID Growth A | |||