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LGMCX vs RIRBX
LGMCX vs RIRBX Comparison
Open Charts LGMCX vs RIRBX
Loomis Sayles Global Allocation C
Price$22.18
Change+$0.31 (+1.42%)
VolumeN/A
Net Assets2.63B
American Funds Capital Income Bldr R2
Price$69.17
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
LGMCX vs RIRBX Comparison Chart
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LGMCX vs. RIRBX commentary
Apr 12, 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 Buy and RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 103B vs. LGMCX (2.63B). RIRBX pays higher dividends than LGMCX: RIRBX (2.41) vs LGMCX (0.31). LGMCX was incepted earlier than RIRBX: LGMCX (19 years) vs RIRBX (23 years). LGMCX (1.91) is less costly to investors than RIRBX (1.36). 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 : 5.85 vs. LGMCX (-5.82). RIRBX return over 5 years is better than : 37.48 vs. LGMCX (1.03).
| LGMCX | RIRBX | LGMCX / RIRBX | |
| Total Expense Ratio | 1.91 | 1.36 | 140% |
| Annual Report Gross Expense Ratio | 1.91 | 1.36 | 140% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -5.447 | 0.638 | -854% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 103B | 3% |
| Annual Yield % from dividends | 0.31 | 2.41 | 13% |
| Returns for 1 year | -5.82 | 5.85 | -99% |
| Returns for 3 years | -7.49 | 7.94 | -94% |
| Returns for 5 years | 1.03 | 37.48 | 3% |
| Returns for 10 years | 12.92 | 27.31 | 47% |
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