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LGMAX vs RIRBX
LGMAX vs RIRBX Comparison
Open Charts LGMAX vs RIRBX
Loomis Sayles Global Allocation A
Price$26.31
Change-$0.28 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$71.86
Change-$0.33 (-0.46%)
VolumeN/A
CapitalizationN/A
LGMAX vs RIRBX Comparison Chart
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LGMAX vs. RIRBX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. LGMAX (3.03B). RIRBX pays higher dividends than LGMAX: RIRBX (2.55) vs LGMAX (0.14). LGMAX was incepted earlier than RIRBX: LGMAX (19 years) vs RIRBX (22 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). LGMAX (17.73) and RIRBX (16.99) have marching annual gain over last year. RIRBX return over 5 years is better than : 24.12 vs. LGMAX (8.91).
| LGMAX | RIRBX | LGMAX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 13.601 | 9.901 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 107B | 3% |
| Annual Yield % from dividends | 0.14 | 2.55 | 5% |
| Returns for 1 year | 17.73 | 16.99 | 104% |
| Returns for 3 years | -14.59 | 9.89 | -148% |
| Returns for 5 years | 8.91 | 24.12 | 37% |
| Returns for 10 years | 35.51 | 31.25 | 114% |
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