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FAIFX vs LSWWX
FAIFX vs LSWWX Comparison
Open Charts FAIFX vs LSWWX
American Funds Income Fund of Amer 529F2
Price$26.96
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.73B
Loomis Sayles Global Allocation Y
Price$26.31
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets2.89B
FAIFX vs LSWWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FAIFX has more cash in the bank: 136B vs. LSWWX (2.89B). FAIFX pays higher dividends than LSWWX: FAIFX (3.88) vs LSWWX (1.25). FAIFX was incepted earlier than LSWWX: FAIFX (5 years) vs LSWWX (29 years). LSWWX (0.91) is less costly to investors than FAIFX (0.36). FAIFX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). FAIFX has a lower initial minimum investment than LSWWX: FAIFX (250) vs LSWWX (100000). FAIFX annual gain was more profitable for investors over the last year : 13.85 vs. LSWWX (5.38).
| FAIFX | LSWWX | FAIFX / LSWWX | |
| Total Expense Ratio | 0.36 | 0.91 | 40% |
| Annual Report Gross Expense Ratio | 0.36 | 0.91 | 40% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 11.980 | 7.213 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.89B | 4,706% |
| Annual Yield % from dividends | 3.88 | 1.25 | 310% |
| Returns for 1 year | 13.85 | 5.38 | 258% |
| Returns for 3 years | 29.59 | 20.12 | 147% |
| Returns for 5 years | N/A | 4.19 | - |
| Returns for 10 years | N/A | 37.91 | - |
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