Ad is loading...
LSWWX vs RIREX
LSWWX vs RIREX Comparison
Open Charts LSWWX vs RIREX
Loomis Sayles Global Allocation Y
Price$25.26
Change-$0.37 (-1.44%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LSWWX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSWWX vs. RIREX commentary
Feb 23, 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 StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. LSWWX (2.93B). 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 : 12.12 vs. LSWWX (4.43). RIREX return over 5 years is better than : 27.73 vs. LSWWX (2.55).
| 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 | 2.934 | 5.091 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 110B | 3% |
| Annual Yield % from dividends | 0.35 | 3.26 | 11% |
| Returns for 1 year | 4.43 | 12.12 | 37% |
| Returns for 3 years | 2.16 | 13.78 | 16% |
| Returns for 5 years | 2.55 | 27.73 | 9% |
| Returns for 10 years | 35.40 | 35.58 | 99% |