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LGMAX vs RIRBX
LGMAX vs RIRBX Comparison
Open Charts LGMAX vs RIRBX
Loomis Sayles Global Allocation A
Price$24.91
Change-$0.37 (-1.46%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LGMAX vs RIRBX Comparison Chart
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LGMAX vs. RIRBX commentary
Feb 23, 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 RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. LGMAX (2.93B). RIRBX pays higher dividends than LGMAX: RIRBX (2.55) vs LGMAX (0.14). LGMAX was incepted earlier than RIRBX: LGMAX (19 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIRBX has a lower initial minimum investment than LGMAX: RIRBX (250) vs LGMAX (2500). RIRBX annual gain was more profitable for investors over the last year : 11.30 vs. LGMAX (4.08). RIRBX return over 5 years is better than : 24.48 vs. LGMAX (1.12).
| LGMAX | RIRBX | LGMAX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.891 | 4.983 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 110B | 3% |
| Annual Yield % from dividends | 0.14 | 2.55 | 5% |
| Returns for 1 year | 4.08 | 11.30 | 36% |
| Returns for 3 years | 1.18 | 11.93 | 10% |
| Returns for 5 years | 1.12 | 24.48 | 5% |
| Returns for 10 years | 32.67 | 31.54 | 104% |
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