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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$26.76
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets2.9B
American Funds Income Fund of Amer R1
Price$27.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets137.15B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Sep 09, 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 RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 137B vs. LSWWX (2.9B). RIDAX pays higher dividends than LSWWX: RIDAX (2.90) vs LSWWX (1.23). LSWWX was incepted earlier than RIDAX: LSWWX (29 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than LSWWX (0.91). RIDAX is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). 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 : 10.63 vs. LSWWX (3.51). RIDAX return over 5 years is better than : 35.28 vs. LSWWX (2.01).
| LSWWX | RIDAX | LSWWX / RIDAX | |
| Total Expense Ratio | 0.91 | 1.36 | 67% |
| Annual Report Gross Expense Ratio | 0.91 | 1.36 | 67% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 8.354 | 12.609 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 137B | 2% |
| Annual Yield % from dividends | 1.23 | 2.90 | 42% |
| Returns for 1 year | 3.51 | 10.63 | 33% |
| Returns for 3 years | 24.07 | 27.32 | 88% |
| Returns for 5 years | 2.01 | 35.28 | 6% |
| Returns for 10 years | 45.06 | 52.65 | 86% |
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