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LGMCX vs RIRHX
LGMCX vs RIRHX Comparison
Open Charts LGMCX vs RIRHX
Loomis Sayles Global Allocation C
Price$25.04
Change-$0.11 (-0.44%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5E
Price$73.00
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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LGMCX vs RIRHX Comparison Chart
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LGMCX vs. RIRHX commentary
Sep 22, 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 Buy and RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B vs. LGMCX (3.08B). RIRHX pays higher dividends than LGMCX: RIRHX (3.45) vs LGMCX (0.00). LGMCX was incepted earlier than RIRHX: LGMCX (19 years) vs RIRHX (9 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. LGMCX (19.00). RIRHX has a lower initial minimum investment than LGMCX: RIRHX (250) vs LGMCX (2500). RIRHX (21.46) and LGMCX (20.97) have marching annual gain over last year. RIRHX return over 5 years is better than : 33.48 vs. LGMCX (5.83).
| LGMCX | RIRHX | LGMCX / RIRHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 12.895 | 12.755 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 110B | 3% |
| Annual Yield % from dividends | 0.00 | 3.45 | - |
| Returns for 1 year | 20.97 | 21.46 | 98% |
| Returns for 3 years | -13.83 | 17.98 | -77% |
| Returns for 5 years | 5.83 | 33.48 | 17% |
| Returns for 10 years | 28.32 | N/A | - |
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