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LGMAX vs RIRFX
LGMAX vs RIRFX Comparison
Open Charts LGMAX vs RIRFX
Loomis Sayles Global Allocation A
Price$24.78
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
LGMAX vs RIRFX Comparison Chart
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LGMAX vs. RIRFX commentary
Jan 19, 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 Hold and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 106B vs. LGMAX (2.94B). 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 : 11.02 vs. LGMAX (9.13). RIRFX return over 5 years is better than : 31.07 vs. LGMAX (-0.36).
| 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 | 2.354 | 1.435 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 106B | 3% |
| Annual Yield % from dividends | 0.14 | 3.55 | 4% |
| Returns for 1 year | 9.13 | 11.02 | 83% |
| Returns for 3 years | -5.53 | 11.17 | -50% |
| Returns for 5 years | -0.36 | 31.07 | -1% |
| Returns for 10 years | 38.39 | 47.95 | 80% |
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