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LGMCX vs RIRAX
LGMCX vs RIRAX Comparison
Open Charts LGMCX vs RIRAX
Loomis Sayles Global Allocation C
Price$25.05
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets2.9B
American Funds Capital Income Bldr R1
Price$78.73
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
LGMCX vs RIRAX Comparison Chart in %
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LGMCX vs. RIRAX commentary
Sep 10, 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: 118B vs. LGMCX (2.9B). RIRAX pays higher dividends than LGMCX: RIRAX (2.22) vs LGMCX (0.28). LGMCX was incepted earlier than RIRAX: LGMCX (20 years) vs RIRAX (23 years). LGMCX (1.91) is less costly to investors than RIRAX (1.36). RIRAX is a more actively managed with annual turnover of: 56.00 vs. LGMCX (22.00). 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 : 12.35 vs. LGMCX (3.90). RIRAX return over 5 years is better than : 45.36 vs. LGMCX (-3.26).
| LGMCX | RIRAX | LGMCX / RIRAX | |
| Total Expense Ratio | 1.91 | 1.36 | 140% |
| Annual Report Gross Expense Ratio | 1.91 | 1.36 | 140% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.301 | 14.945 | 56% |
| Front Load | N/A | 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 | 0.28 | 2.22 | 13% |
| Returns for 1 year | 3.90 | 12.35 | 32% |
| Returns for 3 years | 16.04 | 32.74 | 49% |
| Returns for 5 years | -3.26 | 45.36 | -7% |
| Returns for 10 years | 34.43 | 57.59 | 60% |
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