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LSWWX vs RIREX
LSWWX vs RIREX Comparison
Open Charts LSWWX vs RIREX
Loomis Sayles Global Allocation Y
Price$23.95
Change+$0.35 (+1.48%)
VolumeN/A
Net Assets2.66B
American Funds Capital Income Bldr R4
Price$71.43
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
LSWWX vs RIREX Comparison Chart
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LSWWX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. LSWWX (2.66B). 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 : 10.67 vs. LSWWX (-1.50). RIREX return over 5 years is better than : 46.74 vs. LSWWX (6.41).
| 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 | -3.830 | 4.267 | -90% |
| 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 | 3.13 | 43% |
| Returns for 1 year | -1.50 | 10.67 | -14% |
| Returns for 3 years | 0.06 | 15.44 | 0% |
| Returns for 5 years | 6.41 | 46.74 | 14% |
| Returns for 10 years | 24.08 | 34.20 | 70% |
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