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LSWWX vs RIRCX
LSWWX vs RIRCX Comparison
Open Charts LSWWX vs RIRCX
Loomis Sayles Global Allocation Y
Price$27.01
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.84B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
LSWWX vs RIRCX Comparison Chart in %
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LSWWX vs. RIRCX commentary
Oct 21, 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: 120B vs. LSWWX (2.84B). RIRCX pays higher dividends than LSWWX: RIRCX (2.61) vs LSWWX (1.21). LSWWX was incepted earlier than RIRCX: LSWWX (29 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 : 10.41 vs. LSWWX (1.59). RIRCX return over 5 years is better than : 50.59 vs. LSWWX (1.48).
| LSWWX | RIRCX | LSWWX / RIRCX | |
| Total Expense Ratio | 0.91 | 0.91 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.91 | 100% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.065 | 16.781 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 120B | 2% |
| Annual Yield % from dividends | 1.21 | 2.61 | 46% |
| Returns for 1 year | 1.59 | 10.41 | 15% |
| Returns for 3 years | 32.79 | 46.32 | 71% |
| Returns for 5 years | 1.48 | 50.59 | 3% |
| Returns for 10 years | 47.35 | 58.17 | 81% |
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