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LGMAX vs RIEBX
LGMAX vs RIEBX Comparison
Open Charts LGMAX vs RIEBX
Loomis Sayles Global Allocation A
Price$25.17
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2.83B
American Funds Income Fund of Amer R2E
Price$26.19
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets133.12B
LGMAX vs RIEBX Comparison Chart in %
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LGMAX vs. RIEBX commentary
Jun 27, 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 Buy and RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 133B vs. LGMAX (2.84B). RIEBX pays higher dividends than LGMAX: RIEBX (3.30) vs LGMAX (1.07). LGMAX was incepted earlier than RIEBX: LGMAX (19 years) vs RIEBX (11 years). LGMAX (1.16) is less costly to investors than RIEBX (1.07). RIEBX is a more actively managed with annual turnover of: 92.00 vs. LGMAX (22.00). RIEBX has a lower initial minimum investment than LGMAX: RIEBX (250) vs LGMAX (2500). RIEBX annual gain was more profitable for investors over the last year : 12.34 vs. LGMAX (1.11). RIEBX return over 5 years is better than : 42.00 vs. LGMAX (5.48).
| LGMAX | RIEBX | LGMAX / RIEBX | |
| Total Expense Ratio | 1.16 | 1.07 | 108% |
| Annual Report Gross Expense Ratio | 1.16 | 1.07 | 108% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 3.883 | 8.767 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 133B | 2% |
| Annual Yield % from dividends | 1.07 | 3.30 | 32% |
| Returns for 1 year | 1.11 | 12.34 | 9% |
| Returns for 3 years | 16.08 | 22.30 | 72% |
| Returns for 5 years | 5.48 | 42.00 | 13% |
| Returns for 10 years | 31.91 | 40.55 | 79% |
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