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CFIHX vs LGMAX
CFIHX vs LGMAX Comparison
Open Charts CFIHX vs LGMAX
American Funds Capital Income Bldr F3
Price$73.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Global Allocation A
Price$26.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CFIHX vs LGMAX Comparison Chart
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CFIHX vs. LGMAX commentary
Sep 21, 2024
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 CFIHX is a StrongBuy and LGMAX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 109B vs. LGMAX (3.03B). CFIHX pays higher dividends than LGMAX: CFIHX (3.59) vs LGMAX (0.14). CFIHX was incepted earlier than LGMAX: CFIHX (8 years) vs LGMAX (19 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). LGMAX has a lower initial minimum investment than CFIHX: LGMAX (2500) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 19.25 vs. LGMAX (18.08). CFIHX return over 5 years is better than : 33.34 vs. LGMAX (9.15).
| CFIHX | LGMAX | CFIHX / LGMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 12.197 | 12.306 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 3.03B | 3,594% |
| Annual Yield % from dividends | 3.59 | 0.14 | 2,612% |
| Returns for 1 year | 19.25 | 18.08 | 106% |
| Returns for 3 years | 16.54 | -13.09 | -126% |
| Returns for 5 years | 33.34 | 9.15 | 364% |
| Returns for 10 years | N/A | 33.43 | - |
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