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LSWWX vs RIREX
LSWWX vs RIREX Comparison
Open Charts LSWWX vs RIREX
Loomis Sayles Global Allocation Y
Price$24.57
Change-$2.36 (-8.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
LSWWX vs RIREX Comparison Chart
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LSWWX vs. RIREX commentary
Dec 19, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. LSWWX (3.02B). RIREX pays higher dividends than LSWWX: RIREX (3.26) vs LSWWX (0.35). LSWWX was incepted earlier than RIREX: LSWWX (29 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. LSWWX (19.00). 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 : 13.42 vs. LSWWX (11.51). RIREX return over 5 years is better than : 25.98 vs. LSWWX (7.75).
| LSWWX | RIREX | LSWWX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 14.840 | 11.981 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 108B | 3% |
| Annual Yield % from dividends | 0.35 | 3.26 | 11% |
| Returns for 1 year | 11.51 | 13.42 | 86% |
| Returns for 3 years | -9.91 | 13.23 | -75% |
| Returns for 5 years | 7.75 | 25.98 | 30% |
| Returns for 10 years | 40.31 | 37.90 | 106% |
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