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LGMAX vs RIDAX
LGMAX vs RIDAX Comparison
Open Charts LGMAX vs RIDAX
Loomis Sayles Global Allocation A
Price$26.18
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.89B
American Funds Income Fund of Amer R1
Price$27.04
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets136.82B
LGMAX vs RIDAX Comparison Chart in %
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LGMAX vs. RIDAX commentary
Sep 08, 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 StrongBuy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 137B vs. LGMAX (2.89B). RIDAX pays higher dividends than LGMAX: RIDAX (2.90) vs LGMAX (1.02). LGMAX was incepted earlier than RIDAX: LGMAX (20 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than LGMAX (1.16). RIDAX is a more actively managed with annual turnover of: 92.00 vs. LGMAX (22.00). 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 : 10.63 vs. LGMAX (3.16). RIDAX return over 5 years is better than : 35.28 vs. LGMAX (0.59).
| LGMAX | RIDAX | LGMAX / RIDAX | |
| Total Expense Ratio | 1.16 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.16 | 1.36 | 85% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.137 | 12.609 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 137B | 2% |
| Annual Yield % from dividends | 1.02 | 2.90 | 35% |
| Returns for 1 year | 3.16 | 10.63 | 30% |
| Returns for 3 years | 22.85 | 27.32 | 84% |
| Returns for 5 years | 0.59 | 35.28 | 2% |
| Returns for 10 years | 42.07 | 52.65 | 80% |