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LGMCX vs RIRCX
LGMCX vs RIRCX Comparison
Open Charts LGMCX vs RIRCX
Loomis Sayles Global Allocation C
Price$22.18
Change+$0.31 (+1.42%)
VolumeN/A
Net Assets2.63B
American Funds Capital Income Bldr R3
Price$69.13
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
LGMCX vs RIRCX Comparison Chart
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LGMCX vs. RIRCX 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 RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 103B vs. LGMCX (2.63B). RIRCX pays higher dividends than LGMCX: RIRCX (2.84) vs LGMCX (0.31). LGMCX was incepted earlier than RIRCX: LGMCX (19 years) vs RIRCX (23 years). LGMCX (1.91) is less costly to investors than RIRCX (0.91). RIRCX has a lower initial minimum investment than LGMCX: RIRCX (250) vs LGMCX (2500). RIRCX annual gain was more profitable for investors over the last year : 6.31 vs. LGMCX (-5.82). RIRCX return over 5 years is better than : 39.76 vs. LGMCX (1.03).
| LGMCX | RIRCX | LGMCX / RIRCX | |
| Total Expense Ratio | 1.91 | 0.91 | 210% |
| Annual Report Gross Expense Ratio | 1.91 | 0.91 | 210% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -5.447 | 0.750 | -727% |
| 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 | 2.84 | 11% |
| Returns for 1 year | -5.82 | 6.31 | -92% |
| Returns for 3 years | -7.49 | 9.11 | -82% |
| Returns for 5 years | 1.03 | 39.76 | 3% |
| Returns for 10 years | 12.92 | 29.78 | 43% |
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