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LGMAX vs RIDAX
LGMAX vs RIDAX Comparison
Open Charts LGMAX vs RIDAX
Loomis Sayles Global Allocation A
Price$26.35
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets2.9B
American Funds Income Fund of Amer R1
Price$27.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets137.15B
LGMAX vs RIDAX Comparison Chart in %
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LGMAX vs. RIDAX commentary
Sep 09, 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 LGMAX is a Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 137B vs. LGMAX (2.9B). RIDAX pays higher dividends than LGMAX: RIDAX (2.90) vs LGMAX (1.02). LGMAX was incepted earlier than RIDAX: LGMAX (20 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than LGMAX (1.16). RIDAX is a more actively managed with annual turnover of: 92.00 vs. LGMAX (22.00). 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 : 11.51 vs. LGMAX (4.97). RIDAX return over 5 years is better than : 35.45 vs. LGMAX (1.09).
| LGMAX | RIDAX | LGMAX / RIDAX | |
| Total Expense Ratio | 1.16 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.16 | 1.36 | 85% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.839 | 12.651 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 137B | 2% |
| Annual Yield % from dividends | 1.02 | 2.90 | 35% |
| Returns for 1 year | 4.97 | 11.51 | 43% |
| Returns for 3 years | 19.60 | 24.65 | 80% |
| Returns for 5 years | 1.09 | 35.45 | 3% |
| Returns for 10 years | 43.06 | 53.24 | 81% |
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