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LGMAX vs RIDHX
LGMAX vs RIDHX Comparison
Open Charts LGMAX vs RIDHX
Loomis Sayles Global Allocation A
Price$24.87
Change-$0.33 (-1.31%)
VolumeN/A
Net Assets2.81B
American Funds Income Fund of Amer R5E
Price$26.22
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets132.63B
LGMAX vs RIDHX Comparison Chart
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LGMAX vs. RIDHX commentary
Jun 16, 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 RIDHX is a Buy.
FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 133B vs. LGMAX (2.81B). RIDHX pays higher dividends than LGMAX: RIDHX (3.91) vs LGMAX (1.07). LGMAX was incepted earlier than RIDHX: LGMAX (19 years) vs RIDHX (10 years). LGMAX (1.16) is less costly to investors than RIDHX (0.41). RIDHX has a lower initial minimum investment than LGMAX: RIDHX (250) vs LGMAX (2500). RIDHX annual gain was more profitable for investors over the last year : 13.90 vs. LGMAX (0.83). RIDHX return over 5 years is better than : 42.96 vs. LGMAX (4.61).
| LGMAX | RIDHX | LGMAX / RIDHX | |
| Total Expense Ratio | 1.16 | 0.41 | 283% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 2.726 | 9.100 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 133B | 2% |
| Annual Yield % from dividends | 1.07 | 3.91 | 27% |
| Returns for 1 year | 0.83 | 13.90 | 6% |
| Returns for 3 years | 19.53 | 26.25 | 74% |
| Returns for 5 years | 4.61 | 42.96 | 11% |
| Returns for 10 years | 31.44 | N/A | - |
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