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LSWWX vs RIRAX
LSWWX vs RIRAX Comparison
Open Charts LSWWX vs RIRAX
Loomis Sayles Global Allocation Y
Price$26.31
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R1
Price$77.80
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
LSWWX vs RIRAX Comparison Chart in %
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LSWWX vs. RIRAX 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 117B 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 is a more actively managed with annual turnover of: 56.00 vs. LSWWX (22.00). 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 : 14.10 vs. LSWWX (5.38). RIRAX return over 5 years is better than : 45.77 vs. LSWWX (4.19).
| LSWWX | RIRAX | LSWWX / RIRAX | |
| Total Expense Ratio | 0.91 | 1.36 | 67% |
| Annual Report Gross Expense Ratio | 0.91 | 1.36 | 67% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 7.213 | 13.587 | 53% |
| 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 | 117B | 2% |
| Annual Yield % from dividends | 1.25 | 2.27 | 55% |
| Returns for 1 year | 5.38 | 14.10 | 38% |
| Returns for 3 years | 20.12 | 31.57 | 64% |
| Returns for 5 years | 4.19 | 45.77 | 9% |
| Returns for 10 years | 37.91 | 48.08 | 79% |
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