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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$25.87
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.81B
American Funds Capital Income Bldr R3
Price$77.20
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Dec 26, 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. LSWWX (2.81B). RIRCX pays higher dividends than LSWWX: RIRCX (2.55) vs LSWWX (1.19). 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: 56.00 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 : 12.92 vs. LSWWX (3.85). RIRCX return over 5 years is better than : 38.69 vs. LSWWX (-1.03).
| 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 | 5.420 | 13.689 | 40% |
| 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 | 121B | 2% |
| Annual Yield % from dividends | 1.19 | 2.55 | 47% |
| Returns for 1 year | 3.85 | 12.92 | 30% |
| Returns for 3 years | 31.78 | 32.09 | 99% |
| Returns for 5 years | -1.03 | 38.69 | -3% |
| Returns for 10 years | 41.20 | 57.91 | 71% |
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