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LGMCX vs RIREX
LGMCX vs RIREX Comparison
Open Charts LGMCX vs RIREX
Loomis Sayles Global Allocation C
Price$22.18
Change+$0.31 (+1.42%)
VolumeN/A
Net Assets2.63B
American Funds Capital Income Bldr R4
Price$69.08
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
LGMCX vs RIREX Comparison Chart
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LGMCX vs. RIREX 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 103B vs. LGMCX (2.63B). RIREX pays higher dividends than LGMCX: RIREX (3.13) vs LGMCX (0.31). LGMCX was incepted earlier than RIREX: LGMCX (19 years) vs RIREX (23 years). LGMCX (1.91) is less costly to investors than RIREX (0.62). RIREX has a lower initial minimum investment than LGMCX: RIREX (250) vs LGMCX (2500). RIREX annual gain was more profitable for investors over the last year : 6.63 vs. LGMCX (-5.82). RIREX return over 5 years is better than : 41.29 vs. LGMCX (1.03).
| LGMCX | RIREX | LGMCX / RIREX | |
| Total Expense Ratio | 1.91 | 0.62 | 308% |
| Annual Report Gross Expense Ratio | 1.91 | 0.62 | 308% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -5.447 | 0.837 | -651% |
| 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 | 3.13 | 10% |
| Returns for 1 year | -5.82 | 6.63 | -88% |
| Returns for 3 years | -7.49 | 9.89 | -76% |
| Returns for 5 years | 1.03 | 41.29 | 3% |
| Returns for 10 years | 12.92 | 31.45 | 41% |
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