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LSWWX vs RIDHX
LSWWX vs RIDHX Comparison
Open Charts LSWWX vs RIDHX
Loomis Sayles Global Allocation Y
Price$26.31
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets2.89B
American Funds Income Fund of Amer R5E
Price$26.90
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.73B
LSWWX vs RIDHX Comparison Chart in %
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LSWWX vs. RIDHX commentary
Jul 28, 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.
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 is a more actively managed with annual turnover of: 92.00 vs. LSWWX (22.00). 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 : 13.77 vs. LSWWX (5.38). RIDHX return over 5 years is better than : 42.12 vs. LSWWX (4.19).
| LSWWX | RIDHX | LSWWX / RIDHX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.91 | 0.41 | 222% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 7.213 | 11.929 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 136B | 2% |
| Annual Yield % from dividends | 1.25 | 3.83 | 33% |
| Returns for 1 year | 5.38 | 13.77 | 39% |
| Returns for 3 years | 20.12 | 27.41 | 73% |
| Returns for 5 years | 4.19 | 42.12 | 10% |
| Returns for 10 years | 37.91 | N/A | - |
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