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LSWWX vs RIRFX
LSWWX vs RIRFX Comparison
Open Charts LSWWX vs RIRFX
Loomis Sayles Global Allocation Y
Price$24.35
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R5
Price$72.29
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
LSWWX vs RIRFX Comparison Chart
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LSWWX vs. RIRFX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 109B vs. LSWWX (2.75B). 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 : 10.46 vs. LSWWX (-1.16). RIRFX return over 5 years is better than : 66.51 vs. LSWWX (20.47).
| LSWWX | RIRFX | LSWWX / RIRFX | |
| Total Expense Ratio | 0.91 | 0.31 | 294% |
| Annual Report Gross Expense Ratio | 0.91 | 0.31 | 294% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -1.385 | 5.556 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 109B | 3% |
| Annual Yield % from dividends | 1.34 | 3.42 | 39% |
| Returns for 1 year | -1.16 | 10.46 | -11% |
| Returns for 3 years | -3.89 | 17.13 | -23% |
| Returns for 5 years | 20.47 | 66.51 | 31% |
| Returns for 10 years | 29.19 | 54.15 | 54% |
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