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LSWWX vs RIRFX
LSWWX vs RIRFX Comparison
Open Charts LSWWX vs RIRFX
Loomis Sayles Global Allocation Y
Price$24.57
Change-$2.36 (-8.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
LSWWX vs RIRFX Comparison Chart
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LSWWX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. LSWWX (3.02B). RIRFX pays higher dividends than LSWWX: RIRFX (3.55) vs LSWWX (0.35). LSWWX was incepted earlier than RIRFX: LSWWX (29 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. LSWWX (19.00). 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 : 13.75 vs. LSWWX (11.51). RIRFX return over 5 years is better than : 35.67 vs. LSWWX (7.75).
| LSWWX | RIRFX | LSWWX / RIRFX | |
| 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 | 12.291 | 121% |
| 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 | 3.55 | 10% |
| Returns for 1 year | 11.51 | 13.75 | 84% |
| Returns for 3 years | -9.91 | 17.19 | -58% |
| Returns for 5 years | 7.75 | 35.67 | 22% |
| Returns for 10 years | 40.31 | 52.18 | 77% |
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