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LGMAX vs RIRBX
LGMAX vs RIRBX Comparison
Open Charts LGMAX vs RIRBX
Loomis Sayles Global Allocation A
Price$23.05
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets2.65B
American Funds Capital Income Bldr R2
Price$70.11
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
LGMAX vs RIRBX Comparison Chart
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LGMAX vs. RIRBX commentary
Apr 18, 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 106B vs. LGMAX (2.65B). RIRBX pays higher dividends than LGMAX: RIRBX (2.41) vs LGMAX (1.11). LGMAX was incepted earlier than RIRBX: LGMAX (19 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than LGMAX (1.16). 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 : 9.66 vs. LGMAX (-1.86). RIRBX return over 5 years is better than : 37.73 vs. LGMAX (3.39).
| LGMAX | RIRBX | LGMAX / RIRBX | |
| Total Expense Ratio | 1.16 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.16 | 1.36 | 85% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -4.626 | 2.006 | -231% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 106B | 3% |
| Annual Yield % from dividends | 1.11 | 2.41 | 46% |
| Returns for 1 year | -1.86 | 9.66 | -19% |
| Returns for 3 years | -3.66 | 9.50 | -39% |
| Returns for 5 years | 3.39 | 37.73 | 9% |
| Returns for 10 years | 21.41 | 28.34 | 76% |