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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$24.09
Change+$0.31 (+1.30%)
VolumeN/A
Net Assets2.75B
American Funds Capital Income Bldr R3
Price$72.92
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets110.28B
LGMAX vs RIRCX Comparison Chart
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LGMAX vs. RIRCX commentary
May 05, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. LGMAX (2.75B). RIRCX pays higher dividends than LGMAX: RIRCX (2.83) vs LGMAX (1.11). LGMAX was incepted earlier than RIRCX: LGMAX (19 years) vs RIRCX (23 years). LGMAX (1.16) is less costly to investors than RIRCX (0.91). RIRCX has a lower initial minimum investment than LGMAX: RIRCX (250) vs LGMAX (2500). RIRCX annual gain was more profitable for investors over the last year : 12.68 vs. LGMAX (1.96). RIRCX return over 5 years is better than : 48.14 vs. LGMAX (8.06).
| LGMAX | RIRCX | LGMAX / RIRCX | |
| Total Expense Ratio | 1.16 | 0.91 | 127% |
| Annual Report Gross Expense Ratio | 1.16 | 0.91 | 127% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -0.496 | 6.273 | -8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 110B | 3% |
| Annual Yield % from dividends | 1.11 | 2.83 | 39% |
| Returns for 1 year | 1.96 | 12.68 | 15% |
| Returns for 3 years | 5.42 | 18.87 | 29% |
| Returns for 5 years | 8.06 | 48.14 | 17% |
| Returns for 10 years | 27.64 | 37.39 | 74% |
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