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LGMAX vs RIRHX
LGMAX vs RIRHX Comparison
Open Charts LGMAX vs RIRHX
Loomis Sayles Global Allocation A
Price$26.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$73.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LGMAX vs RIRHX Comparison Chart
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LGMAX vs. RIRHX commentary
Sep 21, 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 RIRHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 109B vs. LGMAX (3.03B). RIRHX pays higher dividends than LGMAX: RIRHX (3.45) vs LGMAX (0.14). LGMAX was incepted earlier than RIRHX: LGMAX (19 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. LGMAX (19.00). RIRHX has a lower initial minimum investment than LGMAX: RIRHX (250) vs LGMAX (2500). RIRHX annual gain was more profitable for investors over the last year : 19.08 vs. LGMAX (18.08). RIRHX return over 5 years is better than : 32.68 vs. LGMAX (9.15).
| LGMAX | RIRHX | LGMAX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 12.306 | 12.076 | 102% |
| 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 | 109B | 3% |
| Annual Yield % from dividends | 0.14 | 3.45 | 4% |
| Returns for 1 year | 18.08 | 19.08 | 95% |
| Returns for 3 years | -13.09 | 16.16 | -81% |
| Returns for 5 years | 9.15 | 32.68 | 28% |
| Returns for 10 years | 33.43 | N/A | - |
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