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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$25.99
Change+$0.24 (+0.93%)
VolumeN/A
Net Assets2.86B
American Funds Capital Income Bldr R3
Price$77.83
Change+$0.51 (+0.66%)
VolumeN/A
Net Assets116.68B
LGMAX vs RIRCX Comparison Chart in %
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LGMAX vs. RIRCX commentary
Aug 14, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. LGMAX (2.86B). RIRCX pays higher dividends than LGMAX: RIRCX (2.70) vs LGMAX (1.04). 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 : 14.43 vs. LGMAX (4.18). RIRCX return over 5 years is better than : 45.89 vs. LGMAX (-0.72).
| 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 | 6.361 | 14.043 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 117B | 2% |
| Annual Yield % from dividends | 1.04 | 2.70 | 38% |
| Returns for 1 year | 4.18 | 14.43 | 29% |
| Returns for 3 years | 9.60 | 28.54 | 34% |
| Returns for 5 years | -0.72 | 45.89 | -2% |
| Returns for 10 years | 34.30 | 50.84 | 67% |
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