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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$26.31
Change-$0.28 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.87
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
LGMAX vs RIRCX Comparison Chart
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LGMAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. LGMAX (3.03B). RIRCX pays higher dividends than LGMAX: RIRCX (2.97) vs LGMAX (0.14). LGMAX was incepted earlier than RIRCX: LGMAX (19 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIRCX has a lower initial minimum investment than LGMAX: RIRCX (250) vs LGMAX (2500). LGMAX (17.73) and RIRCX (17.54) have marching annual gain over last year. RIRCX return over 5 years is better than : 25.96 vs. LGMAX (8.91).
| LGMAX | RIRCX | LGMAX / RIRCX | |
| 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 | 10.329 | 132% |
| 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 | 2.97 | 5% |
| Returns for 1 year | 17.73 | 17.54 | 101% |
| Returns for 3 years | -14.59 | 10.99 | -133% |
| Returns for 5 years | 8.91 | 25.96 | 34% |
| Returns for 10 years | 35.51 | 33.67 | 105% |
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