Ad is loading...
LGMCX vs RIRBX
LGMCX vs RIRBX Comparison
Open Charts LGMCX vs RIRBX
Loomis Sayles Global Allocation C
Price$23.78
Change-$0.35 (-1.45%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R2
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LGMCX vs RIRBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LGMCX vs. RIRBX commentary
Feb 23, 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 StrongBuy and RIRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. LGMCX (2.93B). 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 : 11.30 vs. LGMCX (3.07). RIRBX return over 5 years is better than : 24.48 vs. LGMCX (-3.21).
| 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 | 2.810 | 4.983 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 110B | 3% |
| Annual Yield % from dividends | 0.00 | 2.55 | - |
| Returns for 1 year | 3.07 | 11.30 | 27% |
| Returns for 3 years | -1.81 | 11.93 | -15% |
| Returns for 5 years | -3.21 | 24.48 | -13% |
| Returns for 10 years | 24.70 | 31.54 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEMRX | 20.49 | 0.12 | +0.59% |
| Neuberger Berman Emerg Mkts Eq R3 | |||
| SHSCX | 53.15 | -0.34 | -0.64% |
| BlackRock Health Sciences Opps Inv C | |||
| GLPRX | 37.11 | -0.46 | -1.22% |
| Goldman Sachs MLP Energy Infras R | |||
| BGRWX | 28.83 | -0.47 | -1.60% |
| Barrett Growth Retail | |||
| JFCAX | 36.69 | -0.86 | -2.29% |
| JHancock Fundamental All Cap Core A | |||