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CIMAX vs LSWWX
CIMAX vs LSWWX Comparison
Open Charts CIMAX vs LSWWX
American Funds Income Fund of Amer 529A
Price$26.14
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets139.53B
Loomis Sayles Global Allocation Y
Price$25.87
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.81B
CIMAX vs LSWWX Comparison Chart in %
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CIMAX vs. LSWWX commentary
Dec 26, 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 CIMAX is a Hold and LSWWX is a Hold.
FUNDAMENTALS
Fundamentals
CIMAX has more cash in the bank: 140B vs. LSWWX (2.81B). CIMAX pays higher dividends than LSWWX: CIMAX (3.49) vs LSWWX (1.19). CIMAX was incepted earlier than LSWWX: CIMAX (24 years) vs LSWWX (30 years). LSWWX (0.91) is less costly to investors than CIMAX (0.59). CIMAX is a more actively managed with annual turnover of: 65.00 vs. LSWWX (35.00). CIMAX has a lower initial minimum investment than LSWWX: CIMAX (250) vs LSWWX (100000). CIMAX annual gain was more profitable for investors over the last year : 8.76 vs. LSWWX (3.85). CIMAX return over 5 years is better than : 31.14 vs. LSWWX (-1.03).
| CIMAX | LSWWX | CIMAX / LSWWX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 9.429 | 5.420 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.81B | 4,979% |
| Annual Yield % from dividends | 3.49 | 1.19 | 294% |
| Returns for 1 year | 8.76 | 3.85 | 227% |
| Returns for 3 years | 27.27 | 31.78 | 86% |
| Returns for 5 years | 31.14 | -1.03 | -3,012% |
| Returns for 10 years | 75.76 | 41.20 | 184% |
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