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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$26.29
Change-$0.78 (-2.88%)
VolumeN/A
Net Assets2.82B
American Funds Income Fund of Amer R1
Price$26.95
Change-$0.28 (-1.03%)
VolumeN/A
Net Assets139.38B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. LSWWX (2.82B). RIDAX pays higher dividends than LSWWX: RIDAX (2.83) vs LSWWX (1.20). 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 : 11.56 vs. LSWWX (4.76). RIDAX return over 5 years is better than : 27.06 vs. LSWWX (-0.74).
| 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 | 2.256 | 4.094 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 139B | 2% |
| Annual Yield % from dividends | 1.20 | 2.83 | 42% |
| Returns for 1 year | 4.76 | 11.56 | 41% |
| Returns for 3 years | 24.49 | 28.04 | 87% |
| Returns for 5 years | -0.74 | 27.06 | -3% |
| Returns for 10 years | 64.35 | 61.78 | 104% |
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