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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$24.23
Change-$2.29 (-8.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
LGMAX vs RIRCX Comparison Chart
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LGMAX vs. RIRCX commentary
Dec 19, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. LGMAX (3.02B). RIRCX pays higher dividends than LGMAX: RIRCX (2.97) vs LGMAX (0.14). LGMAX was incepted earlier than RIRCX: LGMAX (19 years) vs RIRCX (23 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). RIRCX annual gain was more profitable for investors over the last year : 13.07 vs. LGMAX (11.17). RIRCX return over 5 years is better than : 24.74 vs. LGMAX (6.33).
| LGMAX | RIRCX | LGMAX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.508 | 11.634 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 108B | 3% |
| Annual Yield % from dividends | 0.14 | 2.97 | 5% |
| Returns for 1 year | 11.17 | 13.07 | 85% |
| Returns for 3 years | -10.79 | 12.47 | -86% |
| Returns for 5 years | 6.33 | 24.74 | 26% |
| Returns for 10 years | 37.48 | 36.23 | 103% |