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LGMAX vs RIDHX
LGMAX vs RIDHX Comparison
Open Charts LGMAX vs RIDHX
Loomis Sayles Global Allocation A
Price$25.91
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.89B
American Funds Income Fund of Amer R5E
Price$26.90
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.73B
LGMAX vs RIDHX Comparison Chart in %
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LGMAX vs. RIDHX commentary
Jul 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 Buy and RIDHX is a Buy.
FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 136B vs. LGMAX (2.89B). RIDHX pays higher dividends than LGMAX: RIDHX (3.83) vs LGMAX (1.04). 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 is a more actively managed with annual turnover of: 92.00 vs. LGMAX (22.00). 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 : 13.77 vs. LGMAX (5.00). RIDHX return over 5 years is better than : 42.12 vs. LGMAX (2.75).
| 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 | 7.022 | 11.929 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 136B | 2% |
| Annual Yield % from dividends | 1.04 | 3.83 | 27% |
| Returns for 1 year | 5.00 | 13.77 | 36% |
| Returns for 3 years | 18.88 | 27.41 | 69% |
| Returns for 5 years | 2.75 | 42.12 | 7% |
| Returns for 10 years | 35.07 | N/A | - |
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