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LSWWX vs RIRAX
LSWWX vs RIRAX Comparison
Open Charts LSWWX vs RIRAX
Loomis Sayles Global Allocation Y
Price$25.24
Change-$0.34 (-1.33%)
VolumeN/A
Net Assets2.85B
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets114.69B
LSWWX vs RIRAX Comparison Chart
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LSWWX vs. RIRAX commentary
Jun 14, 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: 115B vs. LSWWX (2.85B). RIRAX pays higher dividends than LSWWX: RIRAX (2.32) vs LSWWX (1.29). 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 : 13.05 vs. LSWWX (1.13). RIRAX return over 5 years is better than : 44.34 vs. LSWWX (6.06).
| 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 | 2.852 | 10.010 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 115B | 2% |
| Annual Yield % from dividends | 1.29 | 2.32 | 56% |
| Returns for 1 year | 1.13 | 13.05 | 9% |
| Returns for 3 years | 20.70 | 29.77 | 70% |
| Returns for 5 years | 6.06 | 44.34 | 14% |
| Returns for 10 years | 34.19 | 41.42 | 83% |
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