LSWWX
Price
$26.15
Change
+$0.08 (+0.31%)
Updated
Jul 3 closing price
Net Assets
2.89B
RIDHX
Price
$26.83
Change
+$0.09 (+0.34%)
Updated
Jul 3 closing price
Net Assets
135.54B
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LSWWX vs RIDHX

Header iconLSWWX vs RIDHX Comparison
Open Charts LSWWX vs RIDHXBanner chart's image
Loomis Sayles Global Allocation Y
Price$26.15
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets2.89B
American Funds Income Fund of Amer R5E
Price$26.83
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
LSWWX vs RIDHX Comparison Chart in %
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LSWWX vs. RIDHX commentary
Jul 07, 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 RIDHX is a Buy.

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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 136B vs. LSWWX (2.89B). RIDHX pays higher dividends than LSWWX: RIDHX (3.83) vs LSWWX (1.25). LSWWX was incepted earlier than RIDHX: LSWWX (29 years) vs RIDHX (10 years). LSWWX (0.91) is less costly to investors than RIDHX (0.41). RIDHX has a lower initial minimum investment than LSWWX: RIDHX (250) vs LSWWX (100000). RIDHX annual gain was more profitable for investors over the last year : 15.44 vs. LSWWX (3.96). RIDHX return over 5 years is better than : 45.57 vs. LSWWX (7.05).
LSWWXRIDHXLSWWX / RIDHX
Total Expense Ratio0.910.41222%
Annual Report Gross Expense Ratio0.910.41222%
Fund Existence29 years10 years-
Gain YTD6.56111.63856%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.89B136B2%
Annual Yield % from dividends1.253.8333%
Returns for 1 year3.9615.4426%
Returns for 3 years23.4927.6885%
Returns for 5 years7.0545.5715%
Returns for 10 years40.10N/A-
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