LSWWX
Price
$27.60
Change
+$0.19 (+0.69%)
Updated
Dec 3 closing price
Net Assets
2.83B
RIEBX
Price
$27.81
Change
+$0.15 (+0.54%)
Updated
Dec 3 closing price
Net Assets
139.53B
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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$27.60
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets2.83B
American Funds Income Fund of Amer R2E
Price$27.81
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets139.53B
LSWWX vs RIEBX Comparison Chart in %
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LSWWX vs. RIEBX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 140B vs. LSWWX (2.83B). RIEBX pays higher dividends than LSWWX: RIEBX (3.07) vs LSWWX (1.19). LSWWX was incepted earlier than RIEBX: LSWWX (30 years) vs RIEBX (11 years). RIEBX (1.06) 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 : 9.63 vs. LSWWX (1.40). RIEBX return over 5 years is better than : 32.94 vs. LSWWX (0.17).
LSWWXRIEBXLSWWX / RIEBX
Total Expense Ratio0.911.0686%
Annual Report Gross Expense Ratio0.911.0686%
Fund Existence30 years11 years-
Gain YTD11.36915.57273%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.83B140B2%
Annual Yield % from dividends1.193.0739%
Returns for 1 year1.409.6315%
Returns for 3 years20.9225.2683%
Returns for 5 years0.1732.941%
Returns for 10 years47.0252.6889%
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