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CIREX vs LGMAX
CIREX vs LGMAX Comparison
Open Charts CIREX vs LGMAX
American Funds Capital Income Bldr 529E
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
Loomis Sayles Global Allocation A
Price$23.05
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets2.65B
CIREX vs LGMAX Comparison Chart
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CIREX vs. LGMAX commentary
Apr 18, 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 CIREX is a Buy and LGMAX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 106B vs. LGMAX (2.65B). CIREX pays higher dividends than LGMAX: CIREX (2.90) vs LGMAX (1.11). CIREX was incepted earlier than LGMAX: CIREX (23 years) vs LGMAX (19 years). LGMAX (1.16) is less costly to investors than CIREX (0.85). CIREX has a lower initial minimum investment than LGMAX: CIREX (250) vs LGMAX (2500). CIREX annual gain was more profitable for investors over the last year : 10.23 vs. LGMAX (-0.88). CIREX return over 5 years is better than : 46.34 vs. LGMAX (4.60).
| CIREX | LGMAX | CIREX / LGMAX | |
| Total Expense Ratio | 0.85 | 1.16 | 73% |
| Annual Report Gross Expense Ratio | 0.85 | 1.16 | 73% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.156 | -3.511 | -61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.65B | 4,000% |
| Annual Yield % from dividends | 2.90 | 1.11 | 261% |
| Returns for 1 year | 10.23 | -0.88 | -1,159% |
| Returns for 3 years | 12.99 | -2.98 | -436% |
| Returns for 5 years | 46.34 | 4.60 | 1,008% |
| Returns for 10 years | 56.87 | 23.20 | 245% |
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