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LSWWX vs RIRFX
LSWWX vs RIRFX Comparison
Open Charts LSWWX vs RIRFX
Loomis Sayles Global Allocation Y
Price$25.12
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
LSWWX vs RIRFX Comparison Chart
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LSWWX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. LSWWX (2.94B). 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 : 11.02 vs. LSWWX (9.49). RIRFX return over 5 years is better than : 31.07 vs. LSWWX (1.01).
| 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 | 2.363 | 1.435 | 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 | 3.55 | 10% |
| Returns for 1 year | 9.49 | 11.02 | 86% |
| Returns for 3 years | -4.60 | 11.17 | -41% |
| Returns for 5 years | 1.01 | 31.07 | 3% |
| Returns for 10 years | 41.32 | 47.95 | 86% |
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