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LGMAX vs RIREX
LGMAX vs RIREX Comparison
Open Charts LGMAX vs RIREX
Loomis Sayles Global Allocation A
Price$24.78
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
LGMAX vs RIREX Comparison Chart
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LGMAX vs. RIREX commentary
Jan 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. LGMAX (2.94B). RIREX pays higher dividends than LGMAX: RIREX (3.26) vs LGMAX (0.14). LGMAX was incepted earlier than RIREX: LGMAX (19 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIREX has a lower initial minimum investment than LGMAX: RIREX (250) vs LGMAX (2500). RIREX annual gain was more profitable for investors over the last year : 10.71 vs. LGMAX (9.13). RIREX return over 5 years is better than : 22.59 vs. LGMAX (-0.36).
| LGMAX | RIREX | LGMAX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.354 | 1.436 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 107B | 3% |
| Annual Yield % from dividends | 0.14 | 3.26 | 4% |
| Returns for 1 year | 9.13 | 10.71 | 85% |
| Returns for 3 years | -5.53 | 7.41 | -75% |
| Returns for 5 years | -0.36 | 22.59 | -2% |
| Returns for 10 years | 38.39 | 34.07 | 113% |