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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$26.59
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.84B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
LGMAX vs RIRCX Comparison Chart in %
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LGMAX vs. RIRCX commentary
Oct 19, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. LGMAX (2.84B). RIRCX pays higher dividends than LGMAX: RIRCX (2.61) vs LGMAX (1.00). LGMAX was incepted earlier than RIRCX: LGMAX (20 years) vs RIRCX (23 years). LGMAX (1.16) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 56.00 vs. LGMAX (22.00). RIRCX has a lower initial minimum investment than LGMAX: RIRCX (250) vs LGMAX (2500). RIRCX annual gain was more profitable for investors over the last year : 10.41 vs. LGMAX (1.26). RIRCX return over 5 years is better than : 50.59 vs. LGMAX (0.08).
| LGMAX | RIRCX | LGMAX / RIRCX | |
| Total Expense Ratio | 1.16 | 0.91 | 127% |
| Annual Report Gross Expense Ratio | 1.16 | 0.91 | 127% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.831 | 16.781 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 120B | 2% |
| Annual Yield % from dividends | 1.00 | 2.61 | 38% |
| Returns for 1 year | 1.26 | 10.41 | 12% |
| Returns for 3 years | 31.48 | 46.32 | 68% |
| Returns for 5 years | 0.08 | 50.59 | 0% |
| Returns for 10 years | 44.37 | 58.17 | 76% |
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