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LGMAX vs RIDAX
LGMAX vs RIDAX Comparison
Open Charts LGMAX vs RIDAX
Loomis Sayles Global Allocation A
Price$25.49
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets2.81B
American Funds Income Fund of Amer R1
Price$26.01
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets139.53B
LGMAX vs RIDAX Comparison Chart in %
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LGMAX vs. RIDAX commentary
Dec 27, 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 Hold and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 140B vs. LGMAX (2.81B). RIDAX pays higher dividends than LGMAX: RIDAX (2.82) 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 : 8.07 vs. LGMAX (3.74). RIDAX return over 5 years is better than : 24.14 vs. LGMAX (-2.42).
| 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 | 5.287 | 8.784 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 140B | 2% |
| Annual Yield % from dividends | 0.98 | 2.82 | 35% |
| Returns for 1 year | 3.74 | 8.07 | 46% |
| Returns for 3 years | 30.77 | 24.61 | 125% |
| Returns for 5 years | -2.42 | 24.14 | -10% |
| Returns for 10 years | 38.47 | 46.58 | 83% |
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