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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$27.19
Change-$0.33 (-1.20%)
VolumeN/A
Net Assets2.8B
American Funds Income Fund of Amer R1
Price$27.41
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets140.2B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Nov 14, 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: 140B vs. LSWWX (2.81B). RIDAX pays higher dividends than LSWWX: RIDAX (2.89) vs LSWWX (1.19). LSWWX was incepted earlier than RIDAX: LSWWX (30 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 : 10.80 vs. LSWWX (2.94). RIDAX return over 5 years is better than : 34.52 vs. LSWWX (1.93).
| 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 | 23 years | - |
| Gain YTD | 12.143 | 15.476 | 78% |
| 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 | 2.89 | 41% |
| Returns for 1 year | 2.94 | 10.80 | 27% |
| Returns for 3 years | 23.81 | 28.18 | 84% |
| Returns for 5 years | 1.93 | 34.52 | 6% |
| Returns for 10 years | 50.52 | 53.97 | 94% |
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