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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$26.26
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.77B
American Funds Capital Income Bldr R3
Price$79.19
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
LGMAX vs RIRCX Comparison Chart in %
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LGMAX vs. RIRCX commentary
Nov 19, 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. LGMAX (2.77B). RIRCX pays higher dividends than LGMAX: RIRCX (2.61) vs LGMAX (0.99). LGMAX was incepted earlier than RIRCX: LGMAX (20 years) vs RIRCX (23 years). LGMAX (1.16) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. LGMAX (22.00). 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 : 12.79 vs. LGMAX (0.72). RIRCX return over 5 years is better than : 44.68 vs. LGMAX (-2.47).
| LGMAX | RIRCX | LGMAX / RIRCX | |
| Total Expense Ratio | 1.16 | 0.91 | 127% |
| Annual Report Gross Expense Ratio | 1.16 | 0.91 | 127% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.468 | 16.619 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 120B | 2% |
| Annual Yield % from dividends | 0.99 | 2.61 | 38% |
| Returns for 1 year | 0.72 | 12.79 | 6% |
| Returns for 3 years | 20.11 | 35.94 | 56% |
| Returns for 5 years | -2.47 | 44.68 | -6% |
| Returns for 10 years | 40.65 | 59.14 | 69% |
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