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ABYAX vs LOTAX
ABYAX vs LOTAX Comparison Chart in %
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ABYAX vs. LOTAX 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 ABYAX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYAX has more cash in the bank: 2.45B vs. LOTAX (274M). LOTAX pays higher dividends than ABYAX: LOTAX (5.22) vs ABYAX (1.78). ABYAX was incepted earlier than LOTAX: ABYAX (11 years) vs LOTAX (11 years). ABYAX (2.10) and LOTAX (2.02) have similar cost to investors . LOTAX is a more actively managed with annual turnover of: 140.00 vs. ABYAX (0.00). ABYAX (6%) and LOTAX (6%) have equivalent initial investment costs. ABYAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. ABYAX annual gain was more profitable for investors over the last year : -10.71 vs. LOTAX (-16.83). LOTAX return over 5 years is better than : 13.45 vs. ABYAX (8.62).
| ABYAX | LOTAX | ABYAX / LOTAX | |
| Total Expense Ratio | 2.04 | 2.02 | 101% |
| Annual Report Gross Expense Ratio | 2.10 | 2.02 | 104% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -5.383 | -6.843 | 79% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 274M | 896% |
| Annual Yield % from dividends | 1.78 | 5.22 | 34% |
| Returns for 1 year | -10.71 | -16.83 | 64% |
| Returns for 3 years | -22.73 | -33.09 | 69% |
| Returns for 5 years | 8.62 | 13.45 | 64% |
| Returns for 10 years | 5.10 | -2.54 | -201% |
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