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LGMCX vs RIREX
LGMCX vs RIREX Comparison
Open Charts LGMCX vs RIREX
Loomis Sayles Global Allocation C
Price$25.04
Change-$0.26 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$71.84
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
LGMCX vs RIREX Comparison Chart
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LGMCX vs. RIREX commentary
Nov 18, 2024
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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. LGMCX (3.03B). RIREX pays higher dividends than LGMCX: RIREX (3.26) vs LGMCX (0.00). LGMCX was incepted earlier than RIREX: LGMCX (19 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. LGMCX (19.00). 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 : 17.87 vs. LGMCX (16.68). RIREX return over 5 years is better than : 27.17 vs. LGMCX (4.51).
| LGMCX | RIREX | LGMCX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 12.895 | 10.626 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 107B | 3% |
| Annual Yield % from dividends | 0.00 | 3.26 | - |
| Returns for 1 year | 16.68 | 17.87 | 93% |
| Returns for 3 years | -17.06 | 11.73 | -145% |
| Returns for 5 years | 4.51 | 27.17 | 17% |
| Returns for 10 years | 27.60 | 35.30 | 78% |
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