Interact to see
Advertisement
Advertisement
LSWWX vs RIEBX
LSWWX vs RIEBX Comparison
Open Charts LSWWX vs RIEBX
Loomis Sayles Global Allocation Y
Price$26.15
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets2.89B
American Funds Income Fund of Amer R2E
Price$26.79
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
LSWWX vs RIEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSWWX vs. RIEBX 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 RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 136B vs. LSWWX (2.89B). RIEBX pays higher dividends than LSWWX: RIEBX (3.23) vs LSWWX (1.25). LSWWX was incepted earlier than RIEBX: LSWWX (29 years) vs RIEBX (11 years). RIEBX (1.07) is less costly to investors than LSWWX (0.91). RIEBX has a lower initial minimum investment than LSWWX: RIEBX (250) vs LSWWX (100000). RIEBX annual gain was more profitable for investors over the last year : 14.68 vs. LSWWX (3.96). RIEBX return over 5 years is better than : 41.88 vs. LSWWX (7.05).
| LSWWX | RIEBX | LSWWX / RIEBX | |
| Total Expense Ratio | 0.91 | 1.07 | 85% |
| Annual Report Gross Expense Ratio | 0.91 | 1.07 | 85% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 6.561 | 11.259 | 58% |
| 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 | 3.23 | 39% |
| Returns for 1 year | 3.96 | 14.68 | 27% |
| Returns for 3 years | 23.49 | 25.53 | 92% |
| Returns for 5 years | 7.05 | 41.88 | 17% |
| Returns for 10 years | 40.10 | 46.07 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| THCRX | 29.76 | 0.37 | +1.26% |
| Thornburg Small/Mid Cap Growth R3 | |||
| WPGTX | 19.60 | 0.13 | +0.67% |
| WPG Partners Small Cap Value Div Fund | |||
| FBDIX | 117.80 | 0.59 | +0.50% |
| Franklin Biotechnology Discovery A | |||
| HSWSX | 20.77 | 0.04 | +0.19% |
| Hartford Schroders International Stk R4 | |||
| DIFGX | 12.38 | N/A | N/A |
| MFS Diversified Income R4 | |||