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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$27.01
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.84B
American Funds Income Fund of Amer R1
Price$27.30
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.68B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Oct 21, 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 StrongBuy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. LSWWX (2.84B). RIDAX pays higher dividends than LSWWX: RIDAX (2.87) vs LSWWX (1.21). LSWWX was incepted earlier than RIDAX: LSWWX (29 years) vs RIDAX (23 years). RIDAX (1.34) is less costly to investors than LSWWX (0.91). 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 : 8.34 vs. LSWWX (1.59). RIDAX return over 5 years is better than : 36.54 vs. LSWWX (1.48).
| LSWWX | RIDAX | LSWWX / RIDAX | |
| Total Expense Ratio | 0.91 | 1.34 | 68% |
| Annual Report Gross Expense Ratio | 0.91 | 1.34 | 68% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.065 | 14.180 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 139B | 2% |
| Annual Yield % from dividends | 1.21 | 2.87 | 42% |
| Returns for 1 year | 1.59 | 8.34 | 19% |
| Returns for 3 years | 32.79 | 35.03 | 94% |
| Returns for 5 years | 1.48 | 36.54 | 4% |
| Returns for 10 years | 47.35 | 51.13 | 93% |
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