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ABYAX vs LFMAX
ABYAX vs LFMAX Comparison Chart
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ABYAX vs. LFMAX commentary
May 25, 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 ABYAX is a Hold and LFMAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYAX has more cash in the bank: 2.48B vs. LFMAX (1.55B). LFMAX pays higher dividends than ABYAX: LFMAX (2.95) vs ABYAX (1.75). ABYAX was incepted earlier than LFMAX: ABYAX (11 years) vs LFMAX (14 years). LFMAX (2.13) and ABYAX (2.10) have similar cost to investors . LFMAX is a more actively managed with annual turnover of: 90.00 vs. ABYAX (0.00). ABYAX (6%) and LFMAX (6%) have equivalent initial investment costs. ABYAX (2500) and LFMAX (2500) have matching initial minimum investment requirements. LFMAX annual gain was more profitable for investors over the last year : -5.52 vs. ABYAX (-12.50). ABYAX return over 5 years is better than : 6.31 vs. LFMAX (3.66).
| ABYAX | LFMAX | ABYAX / LFMAX | |
| Total Expense Ratio | 2.04 | 2.13 | 96% |
| Annual Report Gross Expense Ratio | 2.10 | 2.13 | 99% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -5.474 | -1.702 | 322% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 1.55B | 160% |
| Annual Yield % from dividends | 1.75 | 2.95 | 59% |
| Returns for 1 year | -12.50 | -5.52 | 227% |
| Returns for 3 years | -10.73 | -11.74 | 91% |
| Returns for 5 years | 6.31 | 3.66 | 173% |
| Returns for 10 years | 2.80 | 10.10 | 28% |
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