Interact to see
Advertisement
Advertisement
LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$27.19
Change-$0.33 (-1.20%)
VolumeN/A
Net Assets2.8B
American Funds Capital Income Bldr R3
Price$80.10
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
LSWWX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSWWX vs. RIRCX commentary
Nov 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 122B vs. LSWWX (2.81B). RIRCX pays higher dividends than LSWWX: RIRCX (2.61) vs LSWWX (1.19). LSWWX was incepted earlier than RIRCX: LSWWX (30 years) vs RIRCX (23 years). LSWWX (0.91) and RIRCX (0.91) have similar cost to investors . RIRCX is a more actively managed with annual turnover of: 56.00 vs. LSWWX (22.00). RIRCX has a lower initial minimum investment than LSWWX: RIRCX (250) vs LSWWX (100000). RIRCX annual gain was more profitable for investors over the last year : 14.64 vs. LSWWX (2.94). RIRCX return over 5 years is better than : 48.75 vs. LSWWX (1.93).
| LSWWX | RIRCX | LSWWX / RIRCX | |
| Total Expense Ratio | 0.91 | 0.91 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.91 | 100% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 12.143 | 18.902 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 122B | 2% |
| Annual Yield % from dividends | 1.19 | 2.61 | 46% |
| Returns for 1 year | 2.94 | 14.64 | 20% |
| Returns for 3 years | 23.81 | 38.93 | 61% |
| Returns for 5 years | 1.93 | 48.75 | 4% |
| Returns for 10 years | 50.52 | 66.01 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APHHX | 28.00 | 0.12 | +0.43% |
| Artisan Global Equity Institutional | |||
| ACEMX | 12.21 | 0.03 | +0.25% |
| Alger Emerging Markets C | |||
| MITJX | 37.82 | 0.01 | +0.03% |
| MFS Massachusetts Investors Tr R6 | |||
| WENCX | 40.79 | 0.01 | +0.02% |
| Allspring Mid Cap Growth Fund - Cl C | |||
| PGWCX | 39.06 | -0.09 | -0.23% |
| Virtus Silvant Focused Growth C | |||