LSWWX
Price
$25.26
Change
-$0.37 (-1.44%)
Updated
Feb 21 closing price
Net Assets
2.93B
RIRFX
Price
$72.51
Change
-$0.25 (-0.34%)
Updated
Feb 21 closing price
Net Assets
110.16B
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LSWWX vs RIRFX

Header iconLSWWX vs RIRFX Comparison
Open Charts LSWWX vs RIRFXBanner chart's image
Loomis Sayles Global Allocation Y
Price$25.26
Change-$0.37 (-1.44%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LSWWX vs RIRFX Comparison Chart
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LSWWX vs. RIRFX 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 RIRFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. LSWWX (2.93B). 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 : 12.45 vs. LSWWX (4.43). RIRFX return over 5 years is better than : 36.57 vs. LSWWX (2.55).
LSWWXRIRFXLSWWX / RIRFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years23 years-
Gain YTD2.9345.13357%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.93B110B3%
Annual Yield % from dividends0.353.5510%
Returns for 1 year4.4312.4536%
Returns for 3 years2.1617.7712%
Returns for 5 years2.5536.577%
Returns for 10 years35.4049.6371%
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