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LGMAX vs RIRAX
LGMAX vs RIRAX Comparison
Open Charts LGMAX vs RIRAX
Loomis Sayles Global Allocation A
Price$26.35
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets2.9B
American Funds Capital Income Bldr R1
Price$78.73
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
LGMAX vs RIRAX Comparison Chart in %
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LGMAX vs. RIRAX commentary
Sep 09, 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: 118B vs. LGMAX (2.9B). RIRAX pays higher dividends than LGMAX: RIRAX (2.22) vs LGMAX (1.02). 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 : 12.35 vs. LGMAX (4.97). RIRAX return over 5 years is better than : 45.36 vs. LGMAX (1.09).
| LGMAX | RIRAX | LGMAX / RIRAX | |
| Total Expense Ratio | 1.16 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.16 | 1.36 | 85% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.839 | 14.945 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 118B | 2% |
| Annual Yield % from dividends | 1.02 | 2.22 | 46% |
| Returns for 1 year | 4.97 | 12.35 | 40% |
| Returns for 3 years | 19.60 | 32.74 | 60% |
| Returns for 5 years | 1.09 | 45.36 | 2% |
| Returns for 10 years | 43.06 | 57.59 | 75% |
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