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LSWWX vs RIREX
LSWWX vs RIREX Comparison
Open Charts LSWWX vs RIREX
Loomis Sayles Global Allocation Y
Price$25.12
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
LSWWX vs RIREX Comparison Chart
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LSWWX vs. RIREX commentary
Jan 19, 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. LSWWX (2.94B). 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 : 10.71 vs. LSWWX (9.49). RIREX return over 5 years is better than : 22.59 vs. LSWWX (1.01).
| 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 | 2.363 | 1.436 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 107B | 3% |
| Annual Yield % from dividends | 0.35 | 3.26 | 11% |
| Returns for 1 year | 9.49 | 10.71 | 89% |
| Returns for 3 years | -4.60 | 7.41 | -62% |
| Returns for 5 years | 1.01 | 22.59 | 4% |
| Returns for 10 years | 41.32 | 34.07 | 121% |
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