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LGMAX vs RIRFX
LGMAX vs RIRFX Comparison
Open Charts LGMAX vs RIRFX
Loomis Sayles Global Allocation A
Price$23.05
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets2.65B
American Funds Capital Income Bldr R5
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
LGMAX vs RIRFX Comparison Chart
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LGMAX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. LGMAX (2.65B). RIRFX pays higher dividends than LGMAX: RIRFX (3.42) vs LGMAX (1.11). LGMAX was incepted earlier than RIRFX: LGMAX (19 years) vs RIRFX (23 years). LGMAX (1.16) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than LGMAX: RIRFX (250) vs LGMAX (2500). RIRFX annual gain was more profitable for investors over the last year : 10.82 vs. LGMAX (-1.86). RIRFX return over 5 years is better than : 50.36 vs. LGMAX (3.39).
| LGMAX | RIRFX | LGMAX / RIRFX | |
| Total Expense Ratio | 1.16 | 0.31 | 374% |
| Annual Report Gross Expense Ratio | 1.16 | 0.31 | 374% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -4.626 | 2.314 | -200% |
| 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 | 3.42 | 32% |
| Returns for 1 year | -1.86 | 10.82 | -17% |
| Returns for 3 years | -3.66 | 14.84 | -25% |
| Returns for 5 years | 3.39 | 50.36 | 7% |
| Returns for 10 years | 21.41 | 46.36 | 46% |
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