LSWWX
Price
$23.95
Change
+$0.35 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.66B
RIRFX
Price
$71.47
Change
+$0.73 (+1.03%)
Updated
Apr 24 closing price
Net Assets
107.13B
Ad is loading...

LSWWX vs RIRFX

Header iconLSWWX vs RIRFX Comparison
Open Charts LSWWX vs RIRFXBanner chart's image
Loomis Sayles Global Allocation Y
Price$23.95
Change+$0.35 (+1.48%)
VolumeN/A
Net Assets2.66B
American Funds Capital Income Bldr R5
Price$71.47
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
LSWWX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LSWWX vs. RIRFX 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 RIRFX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. LSWWX (2.66B). RIRFX pays higher dividends than LSWWX: RIRFX (3.42) vs LSWWX (1.34). LSWWX was incepted earlier than RIRFX: LSWWX (29 years) vs RIRFX (23 years). LSWWX (0.91) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than LSWWX: RIRFX (250) vs LSWWX (100000). RIRFX annual gain was more profitable for investors over the last year : 11.01 vs. LSWWX (-1.50). RIRFX return over 5 years is better than : 55.84 vs. LSWWX (6.41).
LSWWXRIRFXLSWWX / RIRFX
Total Expense Ratio0.910.31294%
Annual Report Gross Expense Ratio0.910.31294%
Fund Existence29 years23 years-
Gain YTD-3.8304.359-88%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.66B107B2%
Annual Yield % from dividends1.343.4239%
Returns for 1 year-1.5011.01-14%
Returns for 3 years0.0618.910%
Returns for 5 years6.4155.8411%
Returns for 10 years24.0848.1950%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NB2.800.21
+8.11%
NioCorp Developments Ltd
SXI138.844.32
+3.21%
Standex International Corp
CZR27.170.45
+1.68%
Caesars Entertainment
RSVR7.230.09
+1.26%
Reservoir Media
AGRI1.78-0.37
-17.21%
AgriFORCE Growing Systems Ltd