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LGMAX vs RIRAX
LGMAX vs RIRAX Comparison
Open Charts LGMAX vs RIRAX
Loomis Sayles Global Allocation A
Price$25.91
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R1
Price$77.80
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
LGMAX vs RIRAX Comparison Chart in %
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LGMAX vs. RIRAX 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 117B vs. LGMAX (2.89B). RIRAX pays higher dividends than LGMAX: RIRAX (2.27) vs LGMAX (1.04). 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 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 : 14.10 vs. LGMAX (5.00). RIRAX return over 5 years is better than : 45.77 vs. LGMAX (2.75).
| 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 | 7.022 | 13.587 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 117B | 2% |
| Annual Yield % from dividends | 1.04 | 2.27 | 46% |
| Returns for 1 year | 5.00 | 14.10 | 35% |
| Returns for 3 years | 18.88 | 31.57 | 60% |
| Returns for 5 years | 2.75 | 45.77 | 6% |
| Returns for 10 years | 35.07 | 48.08 | 73% |
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