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LGMAX vs RIREX
LGMAX vs RIREX Comparison
Open Charts LGMAX vs RIREX
Loomis Sayles Global Allocation A
Price$24.91
Change-$0.37 (-1.46%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LGMAX vs RIREX Comparison Chart
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LGMAX vs. RIREX commentary
Feb 23, 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 RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. LGMAX (2.93B). 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 : 12.12 vs. LGMAX (4.08). RIREX return over 5 years is better than : 27.73 vs. LGMAX (1.12).
| 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 | 2.891 | 5.091 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 110B | 3% |
| Annual Yield % from dividends | 0.14 | 3.26 | 4% |
| Returns for 1 year | 4.08 | 12.12 | 34% |
| Returns for 3 years | 1.18 | 13.78 | 9% |
| Returns for 5 years | 1.12 | 27.73 | 4% |
| Returns for 10 years | 32.67 | 35.58 | 92% |
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