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LGMCX vs RIRFX
LGMCX vs RIRFX Comparison
Open Charts LGMCX vs RIRFX
Loomis Sayles Global Allocation C
Price$23.67
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets2.94B
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
LGMCX vs RIRFX Comparison Chart
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LGMCX vs. RIRFX commentary
Jan 19, 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 Hold and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. LGMCX (2.94B). RIRFX pays higher dividends than LGMCX: RIRFX (3.55) vs LGMCX (0.00). LGMCX was incepted earlier than RIRFX: LGMCX (19 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. LGMCX (19.00). 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 : 11.02 vs. LGMCX (8.00). RIRFX return over 5 years is better than : 31.07 vs. LGMCX (-4.62).
| LGMCX | RIRFX | LGMCX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.335 | 1.435 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 107B | 3% |
| Annual Yield % from dividends | 0.00 | 3.55 | - |
| Returns for 1 year | 8.00 | 11.02 | 73% |
| Returns for 3 years | -8.34 | 11.17 | -75% |
| Returns for 5 years | -4.62 | 31.07 | -15% |
| Returns for 10 years | 30.08 | 47.95 | 63% |