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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$26.99
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.91B
American Funds Capital Income Bldr R3
Price$79.22
Change-$0.33 (-0.41%)
VolumeN/A
Net Assets119.67B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. LSWWX (2.91B). RIRCX pays higher dividends than LSWWX: RIRCX (2.63) vs LSWWX (1.23). 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 : 11.82 vs. LSWWX (3.56). RIRCX return over 5 years is better than : 49.55 vs. LSWWX (3.79).
| 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 | 9.576 | 16.563 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 120B | 2% |
| Annual Yield % from dividends | 1.23 | 2.63 | 47% |
| Returns for 1 year | 3.56 | 11.82 | 30% |
| Returns for 3 years | 24.89 | 39.63 | 63% |
| Returns for 5 years | 3.79 | 49.55 | 8% |
| Returns for 10 years | 46.39 | 63.48 | 73% |
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