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CIRAX vs LGMAX
CIRAX vs LGMAX Comparison
Open Charts CIRAX vs LGMAX
American Funds Capital Income Bldr 529A
Price$72.44
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.58B
Loomis Sayles Global Allocation A
Price$24.91
Change-$0.37 (-1.46%)
VolumeN/A
Net Assets2.93B
CIRAX vs LGMAX Comparison Chart
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CIRAX vs. LGMAX commentary
Feb 23, 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 CIRAX is a StrongBuy and LGMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 111B vs. LGMAX (2.93B). CIRAX pays higher dividends than LGMAX: CIRAX (3.25) vs LGMAX (0.14). CIRAX was incepted earlier than LGMAX: CIRAX (23 years) vs LGMAX (19 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). CIRAX has a lower initial minimum investment than LGMAX: CIRAX (250) vs LGMAX (2500). CIRAX annual gain was more profitable for investors over the last year : 12.11 vs. LGMAX (4.08). CIRAX return over 5 years is better than : 34.43 vs. LGMAX (1.12).
| CIRAX | LGMAX | CIRAX / LGMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 5.077 | 2.891 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 2.93B | 3,791% |
| Annual Yield % from dividends | 3.25 | 0.14 | 2,361% |
| Returns for 1 year | 12.11 | 4.08 | 297% |
| Returns for 3 years | 16.66 | 1.18 | 1,415% |
| Returns for 5 years | 34.43 | 1.12 | 3,069% |
| Returns for 10 years | 65.41 | 32.67 | 200% |