LSWWX
Price
$26.15
Change
+$0.08 (+0.31%)
Updated
Jul 3 closing price
Net Assets
2.89B
RIEBX
Price
$26.79
Change
+$0.09 (+0.34%)
Updated
Jul 3 closing price
Net Assets
135.54B
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LSWWX vs RIEBX

Header iconLSWWX vs RIEBX Comparison
Open Charts LSWWX vs RIEBXBanner 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 R2E
Price$26.79
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
LSWWX vs RIEBX Comparison Chart in %
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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.

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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).
LSWWXRIEBXLSWWX / RIEBX
Total Expense Ratio0.911.0785%
Annual Report Gross Expense Ratio0.911.0785%
Fund Existence29 years11 years-
Gain YTD6.56111.25958%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.89B136B2%
Annual Yield % from dividends1.253.2339%
Returns for 1 year3.9614.6827%
Returns for 3 years23.4925.5392%
Returns for 5 years7.0541.8817%
Returns for 10 years40.1046.0787%
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