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LGMAX vs RIRGX
LGMAX vs RIRGX Comparison
Open Charts LGMAX vs RIRGX
Loomis Sayles Global Allocation A
Price$24.78
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R6
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
LGMAX vs RIRGX Comparison Chart
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LGMAX vs. RIRGX 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 RIRGX is a Hold.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 106B vs. LGMAX (2.94B). RIRGX pays higher dividends than LGMAX: RIRGX (3.59) vs LGMAX (0.14). LGMAX was incepted earlier than RIRGX: LGMAX (19 years) vs RIRGX (16 years). RIRGX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIRGX has a lower initial minimum investment than LGMAX: RIRGX (250) vs LGMAX (2500). RIRGX annual gain was more profitable for investors over the last year : 11.08 vs. LGMAX (9.13). RIRGX return over 5 years is better than : 24.07 vs. LGMAX (-0.36).
| LGMAX | RIRGX | LGMAX / RIRGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 2.354 | 1.436 | 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 | 3.59 | 4% |
| Returns for 1 year | 9.13 | 11.08 | 82% |
| Returns for 3 years | -5.53 | 8.23 | -67% |
| Returns for 5 years | -0.36 | 24.07 | -2% |
| Returns for 10 years | 38.39 | 36.01 | 107% |
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