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LSWWX vs RIDAX
LSWWX vs RIDAX Comparison
Open Charts LSWWX vs RIDAX
Loomis Sayles Global Allocation Y
Price$26.41
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets2.88B
American Funds Income Fund of Amer R1
Price$26.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets136.14B
LSWWX vs RIDAX Comparison Chart in %
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LSWWX vs. RIDAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 136B vs. LSWWX (2.88B). RIDAX pays higher dividends than LSWWX: RIDAX (2.98) vs LSWWX (1.25). 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 : 11.01 vs. LSWWX (2.97). RIDAX return over 5 years is better than : 34.00 vs. LSWWX (2.13).
| 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 | 7.620 | 11.651 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 136B | 2% |
| Annual Yield % from dividends | 1.25 | 2.98 | 42% |
| Returns for 1 year | 2.97 | 11.01 | 27% |
| Returns for 3 years | 11.65 | 19.51 | 60% |
| Returns for 5 years | 2.13 | 34.00 | 6% |
| Returns for 10 years | 38.51 | 44.88 | 86% |
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