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LGMAX vs RIDAX
LGMAX vs RIDAX Comparison
Open Charts LGMAX vs RIDAX
Loomis Sayles Global Allocation A
Price$26.26
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.77B
American Funds Income Fund of Amer R1
Price$27.13
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets137.8B
LGMAX vs RIDAX Comparison Chart in %
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LGMAX vs. RIDAX commentary
Nov 19, 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 LGMAX is a Hold and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 138B vs. LGMAX (2.77B). RIDAX pays higher dividends than LGMAX: RIDAX (2.89) vs LGMAX (0.99). LGMAX was incepted earlier than RIDAX: LGMAX (20 years) vs RIDAX (23 years). RIDAX (1.34) is less costly to investors than LGMAX (1.16). RIDAX has a lower initial minimum investment than LGMAX: RIDAX (250) vs LGMAX (2500). RIDAX annual gain was more profitable for investors over the last year : 9.05 vs. LGMAX (0.72). RIDAX return over 5 years is better than : 31.43 vs. LGMAX (-2.47).
| LGMAX | RIDAX | LGMAX / RIDAX | |
| Total Expense Ratio | 1.16 | 1.34 | 87% |
| Annual Report Gross Expense Ratio | 1.16 | 1.34 | 87% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.468 | 13.469 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 138B | 2% |
| Annual Yield % from dividends | 0.99 | 2.89 | 34% |
| Returns for 1 year | 0.72 | 9.05 | 8% |
| Returns for 3 years | 20.11 | 25.57 | 79% |
| Returns for 5 years | -2.47 | 31.43 | -8% |
| Returns for 10 years | 40.65 | 48.25 | 84% |
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