LSWWX
Price
$26.15
Change
+$0.08 (+0.31%)
Updated
Jul 3 closing price
Net Assets
2.89B
RIRAX
Price
$77.16
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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LSWWX vs RIRAX

Header iconLSWWX vs RIRAX Comparison
Open Charts LSWWX vs RIRAXBanner chart's image
Loomis Sayles Global Allocation Y
Price$26.15
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
LSWWX vs RIRAX Comparison Chart in %
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LSWWX vs. RIRAX 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 RIRAX is a Buy.

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FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. LSWWX (2.89B). RIRAX pays higher dividends than LSWWX: RIRAX (2.27) vs LSWWX (1.25). LSWWX was incepted earlier than RIRAX: LSWWX (29 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than LSWWX (0.91). RIRAX has a lower initial minimum investment than LSWWX: RIRAX (250) vs LSWWX (100000). RIRAX annual gain was more profitable for investors over the last year : 14.87 vs. LSWWX (3.96). RIRAX return over 5 years is better than : 45.98 vs. LSWWX (7.05).
LSWWXRIRAXLSWWX / RIRAX
Total Expense Ratio0.911.3667%
Annual Report Gross Expense Ratio0.911.3667%
Fund Existence29 years23 years-
Gain YTD6.56112.65352%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.89B116B2%
Annual Yield % from dividends1.252.2755%
Returns for 1 year3.9614.8727%
Returns for 3 years23.4930.6777%
Returns for 5 years7.0545.9815%
Returns for 10 years40.1047.9784%
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