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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$26.18
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets117.62B
LGMAX vs RIRCX Comparison Chart in %
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LGMAX vs. RIRCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. LGMAX (2.89B). RIRCX pays higher dividends than LGMAX: RIRCX (2.63) vs LGMAX (1.02). 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 : 11.54 vs. LGMAX (3.16). RIRCX return over 5 years is better than : 47.75 vs. LGMAX (0.59).
| 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 | 8.137 | 15.098 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 118B | 2% |
| Annual Yield % from dividends | 1.02 | 2.63 | 39% |
| Returns for 1 year | 3.16 | 11.54 | 27% |
| Returns for 3 years | 22.85 | 37.20 | 61% |
| Returns for 5 years | 0.59 | 47.75 | 1% |
| Returns for 10 years | 42.07 | 59.79 | 70% |
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