LGMAX
Price
$26.01
Change
-$0.10 (-0.38%)
Updated
Aug 15 closing price
Net Assets
2.88B
RIRAX
Price
$78.10
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
117.69B
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LGMAX vs RIRAX

Header iconLGMAX vs RIRAX Comparison
Open Charts LGMAX vs RIRAXBanner chart's image
Loomis Sayles Global Allocation A
Price$26.01
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets2.88B
American Funds Capital Income Bldr R1
Price$78.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
LGMAX vs RIRAX Comparison Chart in %
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LGMAX vs. RIRAX commentary
Aug 18, 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 RIRAX is a Buy.

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FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 118B vs. LGMAX (2.88B). RIRAX pays higher dividends than LGMAX: RIRAX (2.28) vs LGMAX (1.04). LGMAX was incepted earlier than RIRAX: LGMAX (20 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than LGMAX (1.16). RIRAX is a more actively managed with annual turnover of: 56.00 vs. LGMAX (22.00). RIRAX has a lower initial minimum investment than LGMAX: RIRAX (250) vs LGMAX (2500). RIRAX annual gain was more profitable for investors over the last year : 11.71 vs. LGMAX (2.65). RIRAX return over 5 years is better than : 44.02 vs. LGMAX (0.74).
LGMAXRIRAXLGMAX / RIRAX
Total Expense Ratio1.161.3685%
Annual Report Gross Expense Ratio1.161.3685%
Fund Existence20 years23 years-
Gain YTD7.43514.02553%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.88B118B2%
Annual Yield % from dividends1.042.2846%
Returns for 1 year2.6511.7123%
Returns for 3 years10.5227.1739%
Returns for 5 years0.7444.022%
Returns for 10 years35.6648.5573%
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