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LGMAX vs RIDAX
LGMAX vs RIDAX Comparison
Open Charts LGMAX vs RIDAX
Loomis Sayles Global Allocation A
Price$25.90
Change-$0.75 (-2.81%)
VolumeN/A
Net Assets2.82B
American Funds Income Fund of Amer R1
Price$26.95
Change-$0.28 (-1.03%)
VolumeN/A
Net Assets139.38B
LGMAX vs RIDAX Comparison Chart in %
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LGMAX vs. RIDAX commentary
Feb 05, 2026
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 LGMAX is a Buy and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. LGMAX (2.82B). RIDAX pays higher dividends than LGMAX: RIDAX (2.83) vs LGMAX (0.98). LGMAX was incepted earlier than RIDAX: LGMAX (20 years) vs RIDAX (24 years). RIDAX (1.34) is less costly to investors than LGMAX (1.16). RIDAX is a more actively managed with annual turnover of: 65.00 vs. LGMAX (35.00). RIDAX has a lower initial minimum investment than LGMAX: RIDAX (250) vs LGMAX (2500). RIDAX annual gain was more profitable for investors over the last year : 11.56 vs. LGMAX (4.41). RIDAX return over 5 years is better than : 27.06 vs. LGMAX (-2.31).
| LGMAX | RIDAX | LGMAX / RIDAX | |
| Total Expense Ratio | 1.16 | 1.34 | 87% |
| Annual Report Gross Expense Ratio | 1.16 | 1.34 | 87% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.210 | 4.094 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 139B | 2% |
| Annual Yield % from dividends | 0.98 | 2.83 | 35% |
| Returns for 1 year | 4.41 | 11.56 | 38% |
| Returns for 3 years | 23.30 | 28.04 | 83% |
| Returns for 5 years | -2.31 | 27.06 | -9% |
| Returns for 10 years | 60.62 | 61.78 | 98% |
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