Ad is loading...
LGMCX vs RIRBX
LGMCX vs RIRBX Comparison
Open Charts LGMCX vs RIRBX
Loomis Sayles Global Allocation C
Price$23.67
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R2
Price$70.01
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
LGMCX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LGMCX vs. RIRBX 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 LGMCX is a Hold and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 107B vs. LGMCX (2.94B). RIRBX pays higher dividends than LGMCX: RIRBX (2.55) vs LGMCX (0.00). LGMCX was incepted earlier than RIRBX: LGMCX (19 years) vs RIRBX (23 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. LGMCX (19.00). RIRBX has a lower initial minimum investment than LGMCX: RIRBX (250) vs LGMCX (2500). RIRBX annual gain was more profitable for investors over the last year : 9.89 vs. LGMCX (8.00). RIRBX return over 5 years is better than : 19.51 vs. LGMCX (-4.62).
| LGMCX | RIRBX | LGMCX / RIRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.335 | 1.405 | 166% |
| 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 | 107B | 3% |
| Annual Yield % from dividends | 0.00 | 2.55 | - |
| Returns for 1 year | 8.00 | 9.89 | 81% |
| Returns for 3 years | -8.34 | 5.65 | -148% |
| Returns for 5 years | -4.62 | 19.51 | -24% |
| Returns for 10 years | 30.08 | 30.09 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers