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LGMCX vs RIRFX
LGMCX vs RIRFX Comparison
Open Charts LGMCX vs RIRFX
Loomis Sayles Global Allocation C
Price$23.78
Change-$0.35 (-1.45%)
VolumeN/A
Net Assets2.93B
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
LGMCX vs RIRFX Comparison Chart
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LGMCX vs. RIRFX commentary
Feb 23, 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. LGMCX (2.93B). 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 : 12.45 vs. LGMCX (3.07). RIRFX return over 5 years is better than : 36.57 vs. LGMCX (-3.21).
| 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 | 2.810 | 5.133 | 55% |
| 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 | 110B | 3% |
| Annual Yield % from dividends | 0.00 | 3.55 | - |
| Returns for 1 year | 3.07 | 12.45 | 25% |
| Returns for 3 years | -1.81 | 17.77 | -10% |
| Returns for 5 years | -3.21 | 36.57 | -9% |
| Returns for 10 years | 24.70 | 49.63 | 50% |