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LGMAX vs RIRFX
LGMAX vs RIRFX Comparison
Open Charts LGMAX vs RIRFX
Loomis Sayles Global Allocation A
Price$26.31
Change-$0.28 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
LGMAX vs RIRFX Comparison Chart
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LGMAX vs. RIRFX commentary
Nov 18, 2024
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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. LGMAX (3.03B). RIRFX pays higher dividends than LGMAX: RIRFX (3.55) vs LGMAX (0.14). LGMAX was incepted earlier than RIRFX: LGMAX (19 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIRFX has a lower initial minimum investment than LGMAX: RIRFX (250) vs LGMAX (2500). RIRFX (18.23) and LGMAX (17.73) have marching annual gain over last year. RIRFX return over 5 years is better than : 36.97 vs. LGMAX (8.91).
| LGMAX | RIRFX | LGMAX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.601 | 10.902 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 107B | 3% |
| Annual Yield % from dividends | 0.14 | 3.55 | 4% |
| Returns for 1 year | 17.73 | 18.23 | 97% |
| Returns for 3 years | -14.59 | 15.62 | -93% |
| Returns for 5 years | 8.91 | 36.97 | 24% |
| Returns for 10 years | 35.51 | 49.29 | 72% |
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