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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$23.95
Change+$0.35 (+1.48%)
VolumeN/A
Net Assets2.66B
American Funds Capital Income Bldr R3
Price$71.48
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
LSWWX vs RIRCX Comparison Chart
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LSWWX vs. RIRCX commentary
Apr 25, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. LSWWX (2.66B). RIRCX pays higher dividends than LSWWX: RIRCX (2.84) vs LSWWX (1.34). 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 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 : 10.36 vs. LSWWX (-1.50). RIRCX return over 5 years is better than : 45.14 vs. LSWWX (6.41).
| 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 | -3.830 | 4.175 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 107B | 2% |
| Annual Yield % from dividends | 1.34 | 2.84 | 47% |
| Returns for 1 year | -1.50 | 10.36 | -15% |
| Returns for 3 years | 0.06 | 14.63 | 0% |
| Returns for 5 years | 6.41 | 45.14 | 14% |
| Returns for 10 years | 24.08 | 32.51 | 74% |
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