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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$26.29
Change-$0.78 (-2.88%)
VolumeN/A
Net Assets2.82B
American Funds Capital Income Bldr R3
Price$79.68
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Feb 05, 2026
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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. LSWWX (2.82B). RIRCX pays higher dividends than LSWWX: RIRCX (2.50) vs LSWWX (1.20). LSWWX was incepted earlier than RIRCX: LSWWX (30 years) vs RIRCX (24 years). LSWWX (0.91) and RIRCX (0.91) have similar cost to investors . RIRCX is a more actively managed with annual turnover of: 50.00 vs. LSWWX (35.00). 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 : 15.81 vs. LSWWX (4.76). RIRCX return over 5 years is better than : 41.10 vs. LSWWX (-0.74).
| 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 | 24 years | - |
| Gain YTD | 2.256 | 3.548 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 121B | 2% |
| Annual Yield % from dividends | 1.20 | 2.50 | 48% |
| Returns for 1 year | 4.76 | 15.81 | 30% |
| Returns for 3 years | 24.49 | 33.91 | 72% |
| Returns for 5 years | -0.74 | 41.10 | -2% |
| Returns for 10 years | 64.35 | 70.47 | 91% |
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