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LGMAX vs RIRAX
LGMAX vs RIRAX Comparison
Open Charts LGMAX vs RIRAX
Loomis Sayles Global Allocation A
Price$24.87
Change-$0.33 (-1.31%)
VolumeN/A
Net Assets2.81B
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
LGMAX vs RIRAX Comparison Chart
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LGMAX vs. RIRAX 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 114B vs. LGMAX (2.81B). RIRAX pays higher dividends than LGMAX: RIRAX (2.32) vs LGMAX (1.07). LGMAX was incepted earlier than RIRAX: LGMAX (19 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than LGMAX (1.16). 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 : 13.05 vs. LGMAX (0.83). RIRAX return over 5 years is better than : 44.34 vs. LGMAX (4.61).
| LGMAX | RIRAX | LGMAX / RIRAX | |
| Total Expense Ratio | 1.16 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.16 | 1.36 | 85% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.726 | 10.010 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 114B | 2% |
| Annual Yield % from dividends | 1.07 | 2.32 | 46% |
| Returns for 1 year | 0.83 | 13.05 | 6% |
| Returns for 3 years | 19.53 | 29.77 | 66% |
| Returns for 5 years | 4.61 | 44.34 | 10% |
| Returns for 10 years | 31.44 | 41.42 | 76% |
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