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LGMAX vs RIEBX
LGMAX vs RIEBX Comparison
Open Charts LGMAX vs RIEBX
Loomis Sayles Global Allocation A
Price$24.79
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.8B
American Funds Income Fund of Amer R2E
Price$26.13
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets131.61B
LGMAX vs RIEBX Comparison Chart
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LGMAX vs. RIEBX commentary
Jun 04, 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: 132B vs. LGMAX (2.8B). 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 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 : 12.19 vs. LGMAX (1.93). RIEBX return over 5 years is better than : 35.64 vs. LGMAX (2.24).
| 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 | 2.148 | 7.942 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 132B | 2% |
| Annual Yield % from dividends | 1.07 | 3.30 | 32% |
| Returns for 1 year | 1.93 | 12.19 | 16% |
| Returns for 3 years | 8.78 | 14.53 | 60% |
| Returns for 5 years | 2.24 | 35.64 | 6% |
| Returns for 10 years | 30.30 | 39.02 | 78% |
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