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LGMAX vs RIRCX
LGMAX vs RIRCX Comparison
Open Charts LGMAX vs RIRCX
Loomis Sayles Global Allocation A
Price$25.90
Change-$0.75 (-2.81%)
VolumeN/A
Net Assets2.82B
American Funds Capital Income Bldr R3
Price$79.68
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
LGMAX vs RIRCX Comparison Chart in %
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LGMAX vs. RIRCX commentary
Feb 05, 2026
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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. LGMAX (2.82B). RIRCX pays higher dividends than LGMAX: RIRCX (2.50) vs LGMAX (0.98). LGMAX was incepted earlier than RIRCX: LGMAX (20 years) vs RIRCX (24 years). LGMAX (1.16) is less costly to investors than RIRCX (0.91). RIRCX is a more actively managed with annual turnover of: 50.00 vs. LGMAX (35.00). 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 : 15.81 vs. LGMAX (4.41). RIRCX return over 5 years is better than : 41.10 vs. LGMAX (-2.31).
| 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 | 24 years | - |
| Gain YTD | 2.210 | 3.548 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 121B | 2% |
| Annual Yield % from dividends | 0.98 | 2.50 | 39% |
| Returns for 1 year | 4.41 | 15.81 | 28% |
| Returns for 3 years | 23.30 | 33.91 | 69% |
| Returns for 5 years | -2.31 | 41.10 | -6% |
| Returns for 10 years | 60.62 | 70.47 | 86% |
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