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LGMCX vs RIRFX
LGMCX vs RIRFX Comparison
Open Charts LGMCX vs RIRFX
Loomis Sayles Global Allocation C
Price$22.18
Change+$0.31 (+1.42%)
VolumeN/A
Net Assets2.63B
American Funds Capital Income Bldr R5
Price$69.11
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
LGMCX vs RIRFX Comparison Chart
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LGMCX vs. RIRFX 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 RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 103B vs. LGMCX (2.63B). RIRFX pays higher dividends than LGMCX: RIRFX (3.42) vs LGMCX (0.31). LGMCX was incepted earlier than RIRFX: LGMCX (19 years) vs RIRFX (23 years). LGMCX (1.91) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than LGMCX: RIRFX (250) vs LGMCX (2500). RIRFX annual gain was more profitable for investors over the last year : 6.96 vs. LGMCX (-5.82). RIRFX return over 5 years is better than : 50.07 vs. LGMCX (1.03).
| LGMCX | RIRFX | LGMCX / RIRFX | |
| Total Expense Ratio | 1.91 | 0.31 | 616% |
| Annual Report Gross Expense Ratio | 1.91 | 0.31 | 616% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -5.447 | 0.913 | -597% |
| 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 | 3.42 | 9% |
| Returns for 1 year | -5.82 | 6.96 | -84% |
| Returns for 3 years | -7.49 | 13.20 | -57% |
| Returns for 5 years | 1.03 | 50.07 | 2% |
| Returns for 10 years | 12.92 | 45.16 | 29% |
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