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LSWWX vs RIRAX
LSWWX vs RIRAX Comparison
Open Charts LSWWX vs RIRAX
Loomis Sayles Global Allocation Y
Price$26.76
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets2.9B
American Funds Capital Income Bldr R1
Price$78.73
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
LSWWX vs RIRAX Comparison Chart in %
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LSWWX vs. RIRAX commentary
Sep 09, 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: 118B vs. LSWWX (2.9B). RIRAX pays higher dividends than LSWWX: RIRAX (2.22) vs LSWWX (1.23). 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 : 11.05 vs. LSWWX (3.51). RIRAX return over 5 years is better than : 45.26 vs. LSWWX (2.01).
| 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 | 8.354 | 14.755 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 118B | 2% |
| Annual Yield % from dividends | 1.23 | 2.22 | 55% |
| Returns for 1 year | 3.51 | 11.05 | 32% |
| Returns for 3 years | 24.07 | 35.63 | 68% |
| Returns for 5 years | 2.01 | 45.26 | 4% |
| Returns for 10 years | 45.06 | 56.66 | 80% |
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