Interact to see
Advertisement
Advertisement
LGMCX vs RIRAX
LGMCX vs RIRAX Comparison
Open Charts LGMCX vs RIRAX
Loomis Sayles Global Allocation C
Price$24.53
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets2.89B
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
LGMCX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LGMCX vs. RIRAX commentary
Jul 07, 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 LGMCX is a Buy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. LGMCX (2.89B). RIRAX pays higher dividends than LGMCX: RIRAX (2.27) vs LGMCX (0.29). LGMCX was incepted earlier than RIRAX: LGMCX (19 years) vs RIRAX (23 years). LGMCX (1.91) is less costly to investors than RIRAX (1.36). RIRAX has a lower initial minimum investment than LGMCX: RIRAX (250) vs LGMCX (2500). RIRAX annual gain was more profitable for investors over the last year : 14.87 vs. LGMCX (2.59). RIRAX return over 5 years is better than : 45.98 vs. LGMCX (1.08).
| LGMCX | RIRAX | LGMCX / RIRAX | |
| Total Expense Ratio | 1.91 | 1.36 | 140% |
| Annual Report Gross Expense Ratio | 1.91 | 1.36 | 140% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 6.053 | 12.653 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 116B | 2% |
| Annual Yield % from dividends | 0.29 | 2.27 | 13% |
| Returns for 1 year | 2.59 | 14.87 | 17% |
| Returns for 3 years | 18.68 | 30.67 | 61% |
| Returns for 5 years | 1.08 | 45.98 | 2% |
| Returns for 10 years | 28.97 | 47.97 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement