Interact to see
Advertisement
Advertisement
LGMCX vs RIRCX
LGMCX vs RIRCX Comparison
Open Charts LGMCX vs RIRCX
Loomis Sayles Global Allocation C
Price$25.55
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R3
Price$79.65
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
LGMCX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LGMCX vs. RIRCX commentary
Oct 07, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. LGMCX (2.93B). RIRCX pays higher dividends than LGMCX: RIRCX (2.61) vs LGMCX (0.28). LGMCX was incepted earlier than RIRCX: LGMCX (20 years) vs RIRCX (23 years). LGMCX (1.91) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. LGMCX (22.00). 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 : 11.80 vs. LGMCX (1.49). RIRCX return over 5 years is better than : 51.67 vs. LGMCX (-1.94).
| LGMCX | RIRCX | LGMCX / RIRCX | |
| Total Expense Ratio | 1.91 | 0.91 | 210% |
| Annual Report Gross Expense Ratio | 1.91 | 0.91 | 210% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.203 | 17.297 | 59% |
| 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 | 120B | 2% |
| Annual Yield % from dividends | 0.28 | 2.61 | 11% |
| Returns for 1 year | 1.49 | 11.80 | 13% |
| Returns for 3 years | 30.23 | 48.64 | 62% |
| Returns for 5 years | -1.94 | 51.67 | -4% |
| Returns for 10 years | 37.02 | 59.87 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers