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LGMAX vs RIRFX
LGMAX vs RIRFX Comparison
Open Charts LGMAX vs RIRFX
Loomis Sayles Global Allocation A
Price$24.23
Change-$2.29 (-8.63%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
LGMAX vs RIRFX Comparison Chart
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LGMAX vs. RIRFX commentary
Dec 19, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. LGMAX (3.02B). 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 annual gain was more profitable for investors over the last year : 13.75 vs. LGMAX (11.17). RIRFX return over 5 years is better than : 35.67 vs. LGMAX (6.33).
| 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 | 14.508 | 12.291 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 108B | 3% |
| Annual Yield % from dividends | 0.14 | 3.55 | 4% |
| Returns for 1 year | 11.17 | 13.75 | 81% |
| Returns for 3 years | -10.79 | 17.19 | -63% |
| Returns for 5 years | 6.33 | 35.67 | 18% |
| Returns for 10 years | 37.48 | 52.18 | 72% |
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