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LSWWX vs RIREX
LSWWX vs RIREX Comparison
Open Charts LSWWX vs RIREX
Loomis Sayles Global Allocation Y
Price$23.63
Change-$0.72 (-2.96%)
VolumeN/A
Net Assets2.76B
American Funds Capital Income Bldr R4
Price$71.06
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
LSWWX vs RIREX Comparison Chart
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LSWWX vs. RIREX commentary
Apr 05, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. LSWWX (2.76B). RIREX pays higher dividends than LSWWX: RIREX (3.13) vs LSWWX (1.34). LSWWX was incepted earlier than RIREX: LSWWX (29 years) vs RIREX (23 years). LSWWX (0.91) is less costly to investors than RIREX (0.62). RIREX has a lower initial minimum investment than LSWWX: RIREX (250) vs LSWWX (100000). RIREX annual gain was more profitable for investors over the last year : 8.34 vs. LSWWX (-0.67). RIREX return over 5 years is better than : 54.17 vs. LSWWX (21.22).
| LSWWX | RIREX | LSWWX / RIREX | |
| Total Expense Ratio | 0.91 | 0.62 | 147% |
| Annual Report Gross Expense Ratio | 0.91 | 0.62 | 147% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -0.774 | 3.727 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 110B | 3% |
| Annual Yield % from dividends | 1.34 | 3.13 | 43% |
| Returns for 1 year | -0.67 | 8.34 | -8% |
| Returns for 3 years | -4.15 | 11.68 | -36% |
| Returns for 5 years | 21.22 | 54.17 | 39% |
| Returns for 10 years | 29.39 | 36.29 | 81% |
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