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LGMAX vs RIREX
LGMAX vs RIREX Comparison
Open Charts LGMAX vs RIREX
Loomis Sayles Global Allocation A
Price$23.05
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets2.65B
American Funds Capital Income Bldr R4
Price$70.03
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
LGMAX vs RIREX Comparison Chart
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LGMAX vs. RIREX commentary
Apr 18, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 106B vs. LGMAX (2.65B). RIREX pays higher dividends than LGMAX: RIREX (3.13) vs LGMAX (1.11). LGMAX was incepted earlier than RIREX: LGMAX (19 years) vs RIREX (23 years). LGMAX (1.16) is less costly to investors than RIREX (0.62). 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 : 10.48 vs. LGMAX (-1.86). RIREX return over 5 years is better than : 41.54 vs. LGMAX (3.39).
| LGMAX | RIREX | LGMAX / RIREX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -4.626 | 2.224 | -208% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 106B | 3% |
| Annual Yield % from dividends | 1.11 | 3.13 | 36% |
| Returns for 1 year | -1.86 | 10.48 | -18% |
| Returns for 3 years | -3.66 | 11.48 | -32% |
| Returns for 5 years | 3.39 | 41.54 | 8% |
| Returns for 10 years | 21.41 | 32.52 | 66% |
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