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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$25.87
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.81B
American Funds Income Fund of Amer R1
Price$26.01
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets139.53B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX 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 LSWWX is a Hold and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 140B vs. LSWWX (2.81B). RIDAX pays higher dividends than LSWWX: RIDAX (2.82) vs LSWWX (1.19). LSWWX was incepted earlier than RIDAX: LSWWX (30 years) vs RIDAX (24 years). RIDAX (1.34) is less costly to investors than LSWWX (0.91). RIDAX is a more actively managed with annual turnover of: 65.00 vs. LSWWX (35.00). RIDAX has a lower initial minimum investment than LSWWX: RIDAX (250) vs LSWWX (100000). RIDAX annual gain was more profitable for investors over the last year : 8.07 vs. LSWWX (3.85). RIDAX return over 5 years is better than : 24.14 vs. LSWWX (-1.03).
| LSWWX | RIDAX | LSWWX / RIDAX | |
| Total Expense Ratio | 0.91 | 1.34 | 68% |
| Annual Report Gross Expense Ratio | 0.91 | 1.34 | 68% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 5.420 | 8.784 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 140B | 2% |
| Annual Yield % from dividends | 1.19 | 2.82 | 42% |
| Returns for 1 year | 3.85 | 8.07 | 48% |
| Returns for 3 years | 31.78 | 24.61 | 129% |
| Returns for 5 years | -1.03 | 24.14 | -4% |
| Returns for 10 years | 41.20 | 46.58 | 88% |
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